Wealthstreet Investment Advisors’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 |
-48,567
| Closed | -$2.84M | – | 236 |
|
|
2021
Q1 | $2.84M | Buy |
48,567
+170
| +0.4% | +$9.95K | 0.28% | 84 |
|
|
2020
Q4 | $2.83M | Buy |
48,397
+230
| +0.5% | +$13.4K | 0.29% | 79 |
|
|
2020
Q3 | $2.77M | Sell |
48,167
-106
| -0.2% | -$6.09K | 0.31% | 73 |
|
|
2020
Q2 | $2.47M | Sell |
48,273
-43
| -0.1% | -$2.2K | 0.3% | 77 |
|
|
2020
Q1 | $2.42M | Sell |
48,316
-200
| -0.4% | -$10K | 0.36% | 65 |
|
|
2019
Q4 | $2.67M | Hold |
48,516
| – | – | 0.31% | 76 |
|
|
2019
Q3 | $2.56M | Hold |
48,516
| – | – | 0.33% | 71 |
|
|
2019
Q2 | $2.62M | Sell |
48,516
-519
| -1% | -$28K | 0.34% | 72 |
|
|
2019
Q1 | $2.45M | Sell |
49,035
-206
| -0.4% | -$10.3K | 0.32% | 75 |
|
|
2018
Q4 | $2.12M | Sell |
49,241
-521
| -1% | -$22.5K | 0.3% | 83 |
|
|
2018
Q3 | $2.14M | Sell |
49,762
-700
| -1% | -$30.1K | 0.26% | 89 |
|
|
2018
Q2 | $2.07M | Hold |
50,462
| – | – | 0.27% | 91 |
|
|
2018
Q1 | $2.11M | Sell |
50,462
-696
| -1% | -$29K | 0.26% | 94 |
|
|
2017
Q4 | $2.19M | Buy |
+51,158
| New | +$2.19M | 0.27% | 95 |
|