Bogart Wealth LLC’s Medallia, Inc. MDLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,614
| Closed | -$89K | – | 873 |
|
|
2021
Q3 | $89K | Hold |
2,614
| – | – | 0.01% | 201 |
|
|
2021
Q2 | $88K | Buy |
2,614
+506
| +24% | +$17K | 0.01% | 194 |
|
|
2021
Q1 | $59K | Sell |
2,108
-4,016
| -66% | -$112K | 0.01% | 221 |
|
|
2020
Q4 | $203K | Hold |
6,124
| – | – | 0.04% | 127 |
|
|
2020
Q3 | $167K | Sell |
6,124
-4,000
| -40% | -$109K | 0.04% | 129 |
|
|
2020
Q2 | $256K | Hold |
10,124
| – | – | 0.06% | 114 |
|
|
2020
Q1 | $203K | Buy |
10,124
+9,112
| +900% | +$183K | 0.06% | 118 |
|
|
2019
Q4 | $31K | Buy |
+1,012
| New | +$31K | 0.01% | 208 |
|