Regal Investment Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-172
| Closed | -$7K | – | 630 |
|
2015
Q3 | $7K | Hold |
172
| – | – | ﹤0.01% | 760 |
|
2015
Q2 | $7K | Sell |
172
-42
| -20% | -$1.71K | ﹤0.01% | 704 |
|
2015
Q1 | $8K | Hold |
214
| – | – | ﹤0.01% | 732 |
|
2014
Q4 | $8K | Hold |
214
| – | – | ﹤0.01% | 667 |
|
2014
Q3 | $7K | Sell |
214
-300
| -58% | -$9.81K | ﹤0.01% | 746 |
|
2014
Q2 | $19K | Buy |
514
+300
| +140% | +$11.1K | 0.01% | 557 |
|
2014
Q1 | $7K | Hold |
214
| – | – | ﹤0.01% | 694 |
|
2013
Q4 | $8K | Sell |
214
-407
| -66% | -$15.2K | ﹤0.01% | 620 |
|
2013
Q3 | $20K | Sell |
621
-120
| -16% | -$3.87K | 0.01% | 473 |
|
2013
Q2 | $21K | Buy |
+741
| New | +$21K | 0.01% | 452 |
|