Truvvo 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
Q1 | – | Sell |
-10,300
| Closed | -$443K | – | 107 |
|
|
2017
Q4 | $443K | Sell |
10,300
-19,500
| -65% | -$839K | 0.15% | 103 |
|
|
2017
Q3 | $1.22M | Hold |
29,800
| – | – | 0.4% | 57 |
|
|
2017
Q2 | $1.29M | Hold |
29,800
| – | – | 0.47% | 50 |
|
|
2017
Q1 | $1.29M | Buy |
29,800
+3,100
| +12% | +$134K | 0.58% | 37 |
|
|
2016
Q4 | $1.19K | Hold |
26,700
| – | – | 0.42% | 45 |
|
|
2016
Q3 | $1.17M | Hold |
26,700
| – | – | 0.53% | 44 |
|
|
2016
Q2 | $1.22M | Buy |
26,700
+12,700
| +91% | +$579K | 0.63% | 40 |
|
|
2016
Q1 | $562K | Sell |
14,000
-1,400
| -9% | -$56.2K | 0.25% | 81 |
|
|
2015
Q4 | $691K | Buy |
+15,400
| New | +$691K | 0.36% | 58 |
|