Wealthcare Capital Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,160
| Closed | -$68K | – | 425 |
|
|
2021
Q1 | $68K | Buy |
+1,160
| New | +$68K | 0.01% | 122 |
|
|
2020
Q2 | – | Sell |
-1,031
| Closed | -$52K | – | 161 |
|
|
2020
Q1 | $52K | Sell |
1,031
-120
| -10% | -$6.05K | 0.01% | 89 |
|
|
2019
Q4 | $63K | Buy |
1,151
+120
| +12% | +$6.57K | 0.01% | 101 |
|
|
2019
Q3 | $57K | Hold |
1,031
| – | – | 0.01% | 93 |
|
|
2019
Q2 | $56K | Hold |
1,031
| – | – | 0.01% | 89 |
|
|
2019
Q1 | $51K | Hold |
1,031
| – | – | 0.01% | 96 |
|
|
2018
Q4 | $41K | Hold |
1,031
| – | – | 0.01% | 101 |
|
|
2018
Q3 | $44K | Buy |
+1,031
| New | +$44K | 0.01% | 97 |
|
|
2015
Q4 | – | Sell |
-415
| Closed | -$17K | – | 239 |
|
|
2015
Q3 | $17K | Hold |
415
| – | – | ﹤0.01% | 138 |
|
|
2015
Q2 | $17K | Sell |
415
-5,658
| -93% | -$232K | ﹤0.01% | 163 |
|
|
2015
Q1 | $219K | Buy |
6,073
+5,658
| +1,363% | +$204K | 0.03% | 99 |
|
|
2014
Q4 | $15K | Hold |
415
| – | – | ﹤0.01% | 120 |
|
|
2014
Q3 | $14K | Hold |
415
| – | – | ﹤0.01% | 124 |
|
|
2014
Q2 | $16K | Hold |
415
| – | – | ﹤0.01% | 113 |
|
|
2014
Q1 | $14K | Hold |
415
| – | – | ﹤0.01% | 115 |
|
|
2013
Q4 | $15K | Hold |
415
| – | – | ﹤0.01% | 73 |
|
|
2013
Q3 | $13K | Hold |
415
| – | – | ﹤0.01% | 71 |
|
|
2013
Q2 | $12K | Buy |
+415
| New | +$12K | ﹤0.01% | 76 |
|