SWS
SYSTM Wealth Solutions’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,349
| Closed | -$547K | – | 413 |
|
|
2024
Q2 | $547K | Sell |
8,349
-1,168
| -12% | -$76.6K | 0.12% | 139 |
|
|
2024
Q1 | $668K | Sell |
9,517
-430
| -4% | -$30.2K | 0.08% | 252 |
|
|
2023
Q4 | $722K | Sell |
9,947
-3,661
| -27% | -$266K | 0.1% | 236 |
|
|
2023
Q3 | $944K | Sell |
13,608
-18,711
| -58% | -$1.3M | 0.15% | 187 |
|
|
2023
Q2 | $2.36M | Buy |
32,319
+3,443
| +12% | +$251K | 0.32% | 81 |
|
|
2023
Q1 | $2.01M | Sell |
28,876
-390
| -1% | -$27.2K | 0.31% | 80 |
|
|
2022
Q4 | $1.95M | Buy |
+29,266
| New | +$1.95M | 0.24% | 114 |
|