Diversified Trust’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 |
-14,920
| Closed | -$505K | – | 928 |
|
|
2021
Q3 | $505K | Sell |
14,920
-41,055
| -73% | -$1.39M | 0.02% | 393 |
|
|
2021
Q2 | $1.89M | Sell |
55,975
-100
| -0.2% | -$3.38K | 0.07% | 140 |
|
|
2021
Q1 | $1.56M | Buy |
56,075
+6,930
| +14% | +$193K | 0.06% | 152 |
|
|
2020
Q4 | $1.63M | Buy |
49,145
+5,600
| +13% | +$186K | 0.07% | 139 |
|
|
2020
Q3 | $1.19M | Buy |
43,545
+6,310
| +17% | +$173K | 0.06% | 159 |
|
|
2020
Q2 | $940K | Buy |
37,235
+12,890
| +53% | +$325K | 0.05% | 164 |
|
|
2020
Q1 | $488K | Buy |
24,345
+17,235
| +242% | +$345K | 0.03% | 207 |
|
|
2019
Q4 | $221K | Buy |
+7,110
| New | +$221K | 0.01% | 405 |
|