Westover Capital Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-62,309
| Closed | -$2.6M | – | 105 |
|
|
2018
Q1 | $2.6M | Sell |
62,309
-432
| -0.7% | -$18K | 1.42% | 27 |
|
|
2017
Q4 | $2.69M | Buy |
62,741
+12,129
| +24% | +$519K | 1.47% | 21 |
|
|
2017
Q3 | $2.06M | Buy |
50,612
+15,004
| +42% | +$610K | 1.21% | 29 |
|
|
2017
Q2 | $1.54M | Buy |
35,608
+3,967
| +13% | +$171K | 1.01% | 34 |
|
|
2017
Q1 | $1.36M | Sell |
31,641
-1,335
| -4% | -$57.5K | 0.91% | 39 |
|
|
2016
Q4 | $1.46M | Buy |
32,976
+1,813
| +6% | +$80.4K | 1.05% | 35 |
|
|
2016
Q3 | $1.37M | Buy |
31,163
+15,923
| +104% | +$699K | 1.02% | 36 |
|
|
2016
Q2 | $694K | Sell |
15,240
-56
| -0.4% | -$2.55K | 0.57% | 53 |
|
|
2016
Q1 | $614K | Buy |
+15,296
| New | +$614K | 0.52% | 54 |
|