US Financial Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-4,155
| Closed | -$186K | – | 561 |
|
2015
Q4 | $186K | Buy |
4,155
+69
| +2% | +$3.09K | 0.18% | 67 |
|
2015
Q3 | $171K | Hold |
4,086
| – | – | 0.28% | 56 |
|
2015
Q2 | $168K | Sell |
4,086
-69
| -2% | -$2.84K | 0.16% | 57 |
|
2015
Q1 | $150K | Buy |
4,155
+2,490
| +150% | +$89.9K | 0.14% | 61 |
|
2014
Q4 | $60K | Buy |
+1,665
| New | +$60K | 0.05% | 99 |
|