Selective Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-557
| Closed | -$31K | – | 478 |
|
|
2022
Q3 | $31K | Hold |
557
| – | – | 0.01% | 364 |
|
|
2022
Q2 | $35K | Buy |
557
+357
| +179% | +$22.4K | 0.01% | 378 |
|
|
2022
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 503 |
|
|
2021
Q4 | $13K | Hold |
200
| – | – | 0.01% | 465 |
|
|
2021
Q3 | $12K | Sell |
200
-186
| -48% | -$11.2K | 0.01% | 415 |
|
|
2021
Q2 | $24K | Sell |
386
-200
| -34% | -$12.4K | 0.02% | 260 |
|
|
2021
Q1 | $34K | Sell |
586
-10
| -2% | -$580 | 0.03% | 153 |
|
|
2020
Q4 | $35K | Buy |
596
+496
| +496% | +$29.1K | 0.02% | 134 |
|
|
2020
Q3 | $6K | Sell |
100
-299
| -75% | -$17.9K | ﹤0.01% | 240 |
|
|
2020
Q2 | $20K | Buy |
399
+100
| +33% | +$5.01K | 0.02% | 175 |
|
|
2020
Q1 | $15K | Hold |
299
| – | – | 0.02% | 122 |
|
|
2019
Q4 | $16K | Hold |
299
| – | – | 0.02% | 133 |
|
|
2019
Q3 | $17K | Buy |
+299
| New | +$17K | 0.02% | 132 |
|