Taylor Wealth Management Partners’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-100
| Closed | -$4K | – | 130 |
|
|
2018
Q3 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 122 |
|
|
2018
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 116 |
|
|
2018
Q1 | $8K | Sell |
200
-100
| -33% | -$4K | ﹤0.01% | 110 |
|
|
2017
Q4 | $13K | Hold |
300
| – | – | 0.01% | 121 |
|
|
2017
Q3 | $12K | Hold |
300
| – | – | 0.01% | 129 |
|
|
2017
Q2 | $13K | Hold |
300
| – | – | 0.01% | 126 |
|
|
2017
Q1 | $13K | Hold |
300
| – | – | 0.01% | 126 |
|
|
2016
Q4 | $13K | Hold |
300
| – | – | 0.01% | 128 |
|
|
2016
Q3 | $13K | Sell |
300
-100
| -25% | -$4.33K | 0.01% | 121 |
|
|
2016
Q2 | $18K | Hold |
400
| – | – | 0.01% | 106 |
|
|
2016
Q1 | $16K | Hold |
400
| – | – | 0.01% | 105 |
|
|
2015
Q4 | $18K | Hold |
400
| – | – | 0.01% | 101 |
|
|
2015
Q3 | $17K | Hold |
400
| – | – | 0.01% | 105 |
|
|
2015
Q2 | $16K | Hold |
400
| – | – | 0.01% | 138 |
|
|
2015
Q1 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 126 |
|