Winthrop Partners - WNY’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $232K | Hold |
4,200
| – | – | 0.16% | 104 |
|
|
2019
Q2 | $226K | Buy |
4,200
+500
| +14% | +$27K | 0.17% | 98 |
|
|
2019
Q1 | $184K | Hold |
3,700
| – | – | 0.14% | 98 |
|
|
2018
Q4 | $148K | Hold |
3,700
| – | – | 0.14% | 104 |
|
|
2018
Q3 | $159K | Hold |
3,700
| – | – | 0.13% | 117 |
|
|
2018
Q2 | $152K | Sell |
3,700
-35
| -0.9% | -$1.44K | 0.13% | 115 |
|
|
2018
Q1 | $156K | Buy |
+3,735
| New | +$156K | 0.12% | 130 |
|