Creative Planning’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	-11,092	Closed	-$376K	–	2203
2021 Q3	$376K	Sell	11,092 -4,997	-31%	-$169K	﹤0.01%	1460
2021 Q2	$543K	Buy	+16,089	New	+$543K	﹤0.01%	1234