WCM
Windsor Capital Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,767
| Closed | -$211K | – | 114 |
|
|
2016
Q4 | $211K | Buy |
4,767
+1
| +0% | +$44 | 0.11% | 105 |
|
|
2016
Q3 | $209K | Buy |
4,766
+237
| +5% | +$10.4K | 0.11% | 107 |
|
|
2016
Q2 | $206K | Buy |
+4,529
| New | +$206K | 0.12% | 101 |
|
|
2016
Q1 | – | Sell |
-4,529
| Closed | -$203K | – | 115 |
|
|
2015
Q4 | $203K | Buy |
4,529
+38
| +0.8% | +$1.7K | 0.13% | 106 |
|
|
2015
Q3 | $188K | Buy |
+4,491
| New | +$188K | 0.11% | 106 |
|
|
2014
Q1 | – | Sell |
-4,491
| Closed | -$159K | – | 201 |
|
|
2013
Q4 | $159K | Hold |
4,491
| – | – | 0.09% | 87 |
|
|
2013
Q3 | $141K | Hold |
4,491
| – | – | 0.08% | 88 |
|
|
2013
Q2 | $128K | Buy |
+4,491
| New | +$128K | 0.08% | 90 |
|