TWM
Torch Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $246K | Sell |
4,479
-300
| -6% | -$16.5K | 0.14% | 101 |
|
|
2019
Q3 | $264K | Buy |
4,779
+20
| +0.4% | +$1.11K | 0.16% | 91 |
|
|
2019
Q2 | $257K | Hold |
4,759
| – | – | 0.15% | 95 |
|
|
2019
Q1 | $238K | Sell |
4,759
-286
| -6% | -$14.3K | 0.15% | 95 |
|
|
2018
Q4 | $202K | Buy |
+5,045
| New | +$202K | 0.14% | 93 |
|
|
2018
Q1 | – | Sell |
-6,070
| Closed | -$260K | – | 102 |
|
|
2017
Q4 | $260K | Buy |
+6,070
| New | +$260K | 0.16% | 97 |
|
|
2017
Q3 | – | Sell |
-4,840
| Closed | -$209K | – | 96 |
|
|
2017
Q2 | $209K | Hold |
4,840
| – | – | 0.14% | 93 |
|
|
2017
Q1 | $209K | Hold |
4,840
| – | – | 0.14% | 95 |
|
|
2016
Q4 | $215K | Hold |
4,840
| – | – | 0.15% | 91 |
|
|
2016
Q3 | $212K | Hold |
4,840
| – | – | 0.15% | 91 |
|
|
2016
Q2 | $220K | Buy |
+4,840
| New | +$220K | 0.16% | 95 |
|
|
2016
Q1 | – | Sell |
-4,840
| Closed | -$217K | – | 101 |
|
|
2015
Q4 | $217K | Sell |
4,840
-20
| -0.4% | -$897 | 0.16% | 94 |
|
|
2015
Q3 | $203K | Sell |
4,860
-310
| -6% | -$12.9K | 0.16% | 94 |
|
|
2015
Q2 | $213K | Buy |
+5,170
| New | +$213K | 0.15% | 97 |
|
|
2014
Q3 | – | Sell |
-1,100
| Closed | -$41K | – | 185 |
|
|
2014
Q2 | $41K | Sell |
1,100
-35,325
| -97% | -$1.32M | 0.03% | 172 |
|
|
2014
Q1 | $1.26M | Buy |
36,425
+2,150
| +6% | +$74.3K | 0.91% | 39 |
|
|
2013
Q4 | $1.21M | Buy |
+34,275
| New | +$1.21M | 0.92% | 38 |
|