Geneos Wealth Management’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 |
-1,990
| Closed | -$67K | – | 2930 |
|
|
2021
Q3 | $67K | Hold |
1,990
| – | – | ﹤0.01% | 1353 |
|
|
2021
Q2 | $66K | Sell |
1,990
-20,773
| -91% | -$689K | ﹤0.01% | 1355 |
|
|
2021
Q1 | $671K | Hold |
22,763
| – | – | 0.02% | 548 |
|
|
2020
Q4 | $55K | Buy |
22,763
+20,773
| +1,044% | +$50.2K | ﹤0.01% | 1413 |
|
|
2020
Q3 | $54K | Hold |
1,990
| – | – | ﹤0.01% | 1220 |
|
|
2020
Q2 | $52K | Hold |
1,990
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q1 | $43K | Hold |
1,990
| – | – | ﹤0.01% | 1191 |
|
|
2019
Q4 | $63K | Sell |
1,990
-680
| -25% | -$21.5K | ﹤0.01% | 1146 |
|
|
2019
Q3 | $73K | Buy |
+2,670
| New | +$73K | ﹤0.01% | 1015 |
|