WealthShield Partners’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 |
-2,938
| Closed | -$205K | – | 497 |
|
|
2023
Q3 | $205K | Hold |
2,938
| – | – | 0.03% | 290 |
|
|
2023
Q2 | $215K | Sell |
2,938
-186
| -6% | -$13.6K | 0.03% | 285 |
|
|
2023
Q1 | $219K | Buy |
+3,124
| New | +$219K | 0.04% | 284 |
|
|
2021
Q3 | – | Sell |
-655
| Closed | -$41K | – | 525 |
|
|
2021
Q2 | $41K | Buy |
655
+46
| +8% | +$2.88K | 0.01% | 516 |
|
|
2021
Q1 | $36K | Buy |
+609
| New | +$36K | 0.01% | 521 |
|