Bogart Wealth LLC’s Medallia, Inc. MDLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,614
Closed -$89K 851
2021
Q3
$89K Hold
2,614
0.01% 201
2021
Q2
$88K Buy
2,614
+506
+24% +$14.5K 0.01% 194
2021
Q1
$59K Sell
2,108
-4,016
-66% -$149K 0.01% 221
2020
Q4
$203K Hold
6,124
0.04% 127
2020
Q3
$167K Sell
6,124
-4,000
-40% -$121K 0.04% 129
2020
Q2
$256K Hold
10,124
0.06% 114
2020
Q1
$203K Buy
10,124
+9,112
+900% +$245K 0.06% 118
2019
Q4
$31K Buy
+1,012
New +$29.9K 0.01% 209

Bogart Wealth LLC's MDLA Position: Q4 2021 in Review

Bogart Wealth LLC sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 2,614 shares — an estimated $89K sold.

Bogart Wealth LLC first reported a position in MDLA in Q4 2019 and held it in 8 quarters. The position peaked at $256K in Q2 2020. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • Bogart Wealth LLC reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • Bogart Wealth LLC sold 2,614 Medallia, Inc. shares in Q4 2021, an estimated $89K.
  • Bogart Wealth LLC first reported a position in Medallia, Inc. in Q4 2019 and held it in 8 quarters.
  • Bogart Wealth LLC's Medallia, Inc. position peaked at $256K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Bogart Wealth LLC's 13F filing for Q4 2021, filed 19 Jan 2022.