TrueWealth LLC’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $172K | Hold |
3,369
| – | – | 0.07% | 145 |
|
|
2020
Q1 | $169K | Sell |
3,369
-143
| -4% | -$7.17K | 0.08% | 131 |
|
|
2019
Q4 | $193K | Hold |
3,512
| – | – | 0.08% | 142 |
|
|
2019
Q3 | $194K | Hold |
3,512
| – | – | 0.08% | 138 |
|
|
2019
Q2 | $189K | Buy |
3,512
+95
| +3% | +$5.11K | 0.08% | 141 |
|
|
2019
Q1 | $171K | Hold |
3,417
| – | – | 0.08% | 148 |
|
|
2018
Q4 | $137K | Hold |
3,417
| – | – | 0.07% | 159 |
|
|
2018
Q3 | $147K | Hold |
3,417
| – | – | 0.07% | 163 |
|
|
2018
Q2 | $140K | Sell |
3,417
-228
| -6% | -$9.34K | 0.07% | 162 |
|
|
2018
Q1 | $152K | Sell |
3,645
-320
| -8% | -$13.3K | 0.08% | 150 |
|
|
2017
Q4 | $170K | Buy |
+3,965
| New | +$170K | 0.08% | 147 |
|