WFG Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $41K | Buy |
945
+448
| +90% | +$19.4K | 0.01% | 745 |
|
|
2017
Q1 | $21K | Sell |
497
-434
| -47% | -$18.3K | 0.01% | 870 |
|
|
2016
Q4 | $41K | Buy |
931
+58
| +7% | +$2.55K | 0.01% | 757 |
|
|
2016
Q3 | $38K | Sell |
873
-105
| -11% | -$4.57K | 0.01% | 768 |
|
|
2016
Q2 | $45K | Buy |
978
+287
| +42% | +$13.2K | 0.01% | 710 |
|
|
2016
Q1 | $28K | Sell |
691
-333
| -33% | -$13.5K | 0.01% | 809 |
|
|
2015
Q4 | $46K | Buy |
1,024
+73
| +8% | +$3.28K | 0.01% | 683 |
|
|
2015
Q3 | $40K | Sell |
951
-147
| -13% | -$6.18K | 0.01% | 707 |
|
|
2015
Q2 | $45K | Sell |
1,098
-701
| -39% | -$28.7K | 0.01% | 757 |
|
|
2015
Q1 | $65K | Sell |
1,799
-8,839
| -83% | -$319K | 0.02% | 661 |
|
|
2014
Q4 | $386K | Sell |
10,638
-2,225
| -17% | -$80.7K | 0.08% | 281 |
|
|
2014
Q3 | $441K | Sell |
12,863
-809
| -6% | -$27.7K | 0.08% | 278 |
|
|
2014
Q2 | $514K | Buy |
13,672
+10
| +0.1% | +$376 | 0.1% | 253 |
|
|
2014
Q1 | $472K | Sell |
13,662
-2,180
| -14% | -$75.3K | 0.1% | 253 |
|
|
2013
Q4 | $559K | Buy |
15,842
+300
| +2% | +$10.6K | 0.08% | 290 |
|
|
2013
Q3 | $488K | Buy |
15,542
+1,818
| +13% | +$57.1K | 0.08% | 286 |
|
|
2013
Q2 | $392K | Buy |
+13,724
| New | +$392K | 0.07% | 302 |
|