Valmark Advisers’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,493
| Closed | -$242K | – | 504 |
|
|
2023
Q3 | $242K | Buy |
3,493
+126
| +4% | +$8.74K | 0.01% | 428 |
|
|
2023
Q2 | $246K | Sell |
3,367
-1,314
| -28% | -$95.8K | 0.01% | 434 |
|
|
2023
Q1 | $326K | Buy |
4,681
+1,293
| +38% | +$90.2K | 0.01% | 379 |
|
|
2022
Q4 | $226K | Buy |
+3,388
| New | +$226K | 0.01% | 409 |
|