AP
MDLA

Appleton Partners’s Medallia, Inc. MDLA Stock Holding History

Appleton Partners’s Portfolio MDLA Stock Details MDLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,001
Closed -$299K – 285
2020
Q4 		$299K Sell
9,001
-1,000
-10% -$33.2K 0.03% 231
2020
Q3 		$274K Sell
10,001
-5,000
-33% -$137K 0.03% 230
2020
Q2 		$379K Sell
15,001
-4,000
-21% -$101K 0.05% 193
2020
Q1 		$381K Buy
+19,001
New +$381K 0.05% 191