SFS
Summit Financial Strategies’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,694
| Closed | -$215K | – | 129 |
|
|
2021
Q3 | $215K | Sell |
3,694
-687
| -16% | -$40K | 0.04% | 111 |
|
|
2021
Q2 | $274K | Buy |
+4,381
| New | +$274K | 0.05% | 99 |
|
|
2020
Q1 | – | Sell |
-3,647
| Closed | -$201K | – | 62 |
|
|
2019
Q4 | $201K | Hold |
3,647
| – | – | 0.1% | 60 |
|
|
2019
Q3 | $202K | Sell |
3,647
-274
| -7% | -$15.2K | 0.1% | 59 |
|
|
2019
Q2 | $211K | Buy |
+3,921
| New | +$211K | 0.1% | 55 |
|
|
2018
Q2 | – | Sell |
-5,277
| Closed | -$220K | – | 57 |
|
|
2018
Q1 | $220K | Buy |
5,277
+150
| +3% | +$6.25K | 0.11% | 49 |
|
|
2017
Q4 | $219K | Sell |
5,127
-104
| -2% | -$4.44K | 0.11% | 51 |
|
|
2017
Q3 | $213K | Buy |
5,231
+189
| +4% | +$7.7K | 0.12% | 47 |
|
|
2017
Q2 | $218K | Buy |
+5,042
| New | +$218K | 0.13% | 48 |
|