Geneos Wealth Management’s Medallia, Inc. MDLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$67K Hold
2021
Q2
$66K Sell
2021
Q1
$671K Hold
2020
Q4
$55K Buy
2020
Q3
$54K Hold
2020
Q2
$52K Hold
2020
Q1
$43K Hold
2019
Q4
$63K Sell
2019
Q3
$73K Buy