Strategic Wealth Management Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,180
| Closed | -$245K | – | 130 |
|
|
2021
Q1 | $245K | Sell |
4,180
-197
| -5% | -$11.5K | 0.09% | 120 |
|
|
2020
Q4 | $256K | Sell |
4,377
-6
| -0.1% | -$351 | 0.11% | 106 |
|
|
2020
Q3 | $252K | Buy |
4,383
+11
| +0.3% | +$632 | 0.12% | 95 |
|
|
2020
Q2 | $224K | Buy |
4,372
+200
| +5% | +$10.2K | 0.13% | 86 |
|
|
2020
Q1 | $209K | Buy |
4,172
+2
| +0% | +$100 | 0.16% | 73 |
|
|
2019
Q4 | $230K | Buy |
4,170
+3
| +0.1% | +$165 | 0.15% | 85 |
|
|
2019
Q3 | $231K | Hold |
4,167
| – | – | 0.17% | 72 |
|
|
2019
Q2 | $225K | Hold |
4,167
| – | – | 0.17% | 73 |
|
|
2019
Q1 | $208K | Sell |
4,167
-1,929
| -32% | -$96.3K | 0.17% | 77 |
|
|
2018
Q4 | $244K | Buy |
+6,096
| New | +$244K | 0.23% | 64 |
|