Wealthspire Advisors (Maryland)’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.26M | Buy |
21,925
+8,279
| +61% | +$476K | 0.04% | 168 |
|
|
2020
Q2 | $698K | Sell |
13,646
-705
| -5% | -$36.1K | 0.05% | 207 |
|
|
2020
Q1 | $719K | Sell |
14,351
-1,796
| -11% | -$90K | 0.06% | 188 |
|
|
2019
Q4 | $889K | Buy |
16,147
+2,381
| +17% | +$131K | 0.06% | 184 |
|
|
2019
Q3 | $762K | Buy |
13,766
+758
| +6% | +$42K | 0.06% | 185 |
|
|
2019
Q2 | $701K | Sell |
13,008
-39
| -0.3% | -$2.1K | 0.05% | 195 |
|
|
2019
Q1 | $651K | Sell |
13,047
-152
| -1% | -$7.58K | 0.05% | 209 |
|
|
2018
Q4 | $528K | Sell |
13,199
-270
| -2% | -$10.8K | 0.05% | 213 |
|
|
2018
Q3 | $579K | Sell |
13,469
-634
| -4% | -$27.3K | 0.05% | 215 |
|
|
2018
Q2 | $578K | Sell |
14,103
-518
| -4% | -$21.2K | 0.05% | 211 |
|
|
2018
Q1 | $610K | Sell |
14,621
-1,212
| -8% | -$50.6K | 0.06% | 206 |
|
|
2017
Q4 | $678K | Sell |
15,833
-16
| -0.1% | -$685 | 0.07% | 203 |
|
|
2017
Q3 | $644K | Buy |
15,849
+270
| +2% | +$11K | 0.07% | 196 |
|
|
2017
Q2 | $673K | Buy |
15,579
+874
| +6% | +$37.8K | 0.08% | 170 |
|
|
2017
Q1 | $633K | Buy |
14,705
+268
| +2% | +$11.5K | 0.09% | 146 |
|
|
2016
Q4 | $640K | Buy |
14,437
+76
| +0.5% | +$3.37K | 0.1% | 138 |
|
|
2016
Q3 | $630K | Sell |
14,361
-758
| -5% | -$33.3K | 0.1% | 144 |
|
|
2016
Q2 | $688K | Buy |
15,119
+289
| +2% | +$13.2K | 0.11% | 129 |
|
|
2016
Q1 | $595K | Buy |
14,830
+304
| +2% | +$12.2K | 0.11% | 136 |
|
|
2015
Q4 | $651K | Buy |
+14,526
| New | +$651K | 0.12% | 122 |
|