Steward Financial Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,144
| Closed | -$375K | – | 1460 |
|
2023
Q2 | $375K | Buy |
+5,144
| New | +$375K | 0.12% | 44 |
|
2022
Q4 | – | Sell |
-4,628
| Closed | -$253K | – | 706 |
|
2022
Q3 | $253K | Buy |
4,628
+4,473
| +2,886% | +$245K | 0.19% | 41 |
|
2022
Q2 | $9K | Buy |
155
+112
| +260% | +$6.5K | 0.01% | 260 |
|
2022
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 284 |
|
2021
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 230 |
|