Concord Wealth Partners’s Medallia, Inc. MDLA Stock Holding History

Concord Wealth Partners’s Portfolio MDLA Stock Details MDLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-300	Closed	-$10K	–	1374
2021 Q3	$10K	Hold	300	–	–	﹤0.01%	479
2021 Q2	$10K	Hold	300	–	–	﹤0.01%	633
2021 Q1	$8K	Sell	300 -62	-17%	-$2.3K	﹤0.01%	616
2020 Q4	$12K	Buy	+362	New	+$11.5K	0.01%	355

Concord Wealth Partners's MDLA Position: Q4 2021 in Review

Concord Wealth Partners sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 300 shares — an estimated $10K sold.

Concord Wealth Partners first reported a position in MDLA in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q4 2020. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

Concord Wealth Partners reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
Concord Wealth Partners sold 300 Medallia, Inc. shares in Q4 2021, an estimated $10K.
Concord Wealth Partners first reported a position in Medallia, Inc. in Q4 2020 and held it in 4 quarters.
Concord Wealth Partners's Medallia, Inc. position peaked at $12K in Q4 2020.
0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.