WESPAC Advisors SoCal’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,042
| Closed | -$52K | – | 206 |
|
|
2019
Q1 | $52K | Hold |
1,042
| – | – | 0.03% | 116 |
|
|
2018
Q4 | $41K | Sell |
1,042
-150
| -13% | -$5.9K | 0.03% | 131 |
|
|
2018
Q3 | $51K | Buy |
+1,192
| New | +$51K | 0.03% | 129 |
|
|
2018
Q2 | – | Sell |
-1,042
| Closed | -$43K | – | 182 |
|
|
2018
Q1 | $43K | Buy |
1,042
+350
| +51% | +$14.4K | 0.02% | 120 |
|
|
2017
Q4 | $29K | Hold |
692
| – | – | 0.02% | 137 |
|
|
2017
Q3 | $28K | Hold |
692
| – | – | 0.02% | 143 |
|
|
2017
Q2 | $29K | Hold |
692
| – | – | 0.02% | 134 |
|
|
2017
Q1 | $29.8K | Hold |
692
| – | – | 0.02% | 133 |
|
|
2016
Q4 | $30.7K | Hold |
692
| – | – | 0.02% | 134 |
|
|
2016
Q3 | $30.4K | Hold |
692
| – | – | 0.02% | 127 |
|
|
2016
Q2 | $31.5K | Hold |
692
| – | – | 0.02% | 133 |
|
|
2016
Q1 | $27.8K | Sell |
692
-2,000
| -74% | -$80.2K | 0.02% | 135 |
|
|
2015
Q4 | $120K | Buy |
+2,692
| New | +$120K | 0.08% | 93 |
|