CAPTRUST Financial Advisors’s Madrigal Pharmaceuticals MDGL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,474
| Closed | -$341K | – | 2445 |
|
2023
Q4 | $341K | Buy |
+1,474
| New | +$341K | ﹤0.01% | 2017 |
|
2023
Q3 | – | Sell |
-3,173
| Closed | -$733K | – | 2621 |
|
2023
Q2 | $733K | Buy |
+3,173
| New | +$733K | ﹤0.01% | 1402 |
|
2022
Q3 | – | Sell |
-173
| Closed | -$12K | – | 3226 |
|
2022
Q2 | $12K | Buy |
173
+1
| +0.6% | +$69 | ﹤0.01% | 3654 |
|
2022
Q1 | $17K | Buy |
172
+45
| +35% | +$4.45K | ﹤0.01% | 3490 |
|
2021
Q4 | $11K | Buy |
127
+3
| +2% | +$260 | ﹤0.01% | 3661 |
|
2021
Q3 | $10K | Sell |
124
-11
| -8% | -$887 | ﹤0.01% | 3612 |
|
2021
Q2 | $13K | Buy |
135
+34
| +34% | +$3.27K | ﹤0.01% | 3382 |
|
2021
Q1 | $12K | Buy |
101
+4
| +4% | +$475 | ﹤0.01% | 3338 |
|
2020
Q4 | $11K | Sell |
97
-1,554
| -94% | -$176K | ﹤0.01% | 2526 |
|
2020
Q3 | $195K | Buy |
1,651
+97
| +6% | +$11.5K | ﹤0.01% | 1042 |
|
2020
Q2 | $174K | Hold |
1,554
| – | – | ﹤0.01% | 1095 |
|
2020
Q1 | $94K | Buy |
+1,554
| New | +$94K | ﹤0.01% | 1146 |
|
2019
Q4 | – | Sell |
-1,554
| Closed | -$134K | – | 1471 |
|
2019
Q3 | $134K | Hold |
1,554
| – | – | ﹤0.01% | 674 |
|
2019
Q2 | $163K | Buy |
+1,554
| New | +$163K | 0.01% | 606 |
|
2018
Q2 | – | Sell |
-41
| Closed | -$4K | – | 1570 |
|
2018
Q1 | $4K | Sell |
41
-57
| -58% | -$5.56K | ﹤0.01% | 1183 |
|
2017
Q4 | $9K | Buy |
+98
| New | +$9K | ﹤0.01% | 1019 |
|