Charles Schwab’s Medley Management Inc MDLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,440
| Closed | -$83K | – | 3174 |
|
|
2018
Q1 | $83K | Hold |
1,440
| – | – | ﹤0.01% | 3052 |
|
|
2017
Q4 | $94K | Hold |
1,440
| – | – | ﹤0.01% | 3036 |
|
|
2017
Q3 | $89K | Hold |
1,440
| – | – | ﹤0.01% | 3058 |
|
|
2017
Q2 | $94K | Hold |
1,440
| – | – | ﹤0.01% | 3081 |
|
|
2017
Q1 | $120K | Hold |
1,440
| – | – | ﹤0.01% | 2997 |
|
|
2016
Q4 | $143K | Hold |
1,440
| – | – | ﹤0.01% | 3013 |
|
|
2016
Q3 | $122K | Hold |
1,440
| – | – | ﹤0.01% | 2996 |
|
|
2016
Q2 | $85K | Hold |
1,440
| – | – | ﹤0.01% | 3066 |
|
|
2016
Q1 | $80K | Hold |
1,440
| – | – | ﹤0.01% | 3003 |
|
|
2015
Q4 | $82K | Hold |
1,440
| – | – | ﹤0.01% | 3053 |
|
|
2015
Q3 | $96K | Hold |
1,440
| – | – | ﹤0.01% | 3037 |
|
|
2015
Q2 | $171K | Buy |
+1,440
| New | +$171K | ﹤0.01% | 3004 |
|