HighMark 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
-85
Closed -$3K 546
2021
Q3
$3K Hold
85
﹤0.01% 433
2021
Q2
$3K Hold
85
﹤0.01% 441
2021
Q1
$2K Hold
85
﹤0.01% 444
2020
Q4
$3K Hold
85
﹤0.01% 401
2020
Q3
$2K Hold
85
﹤0.01% 407
2020
Q2
$2K Buy
+85
New +$2.03K ﹤0.01% 400

HighMark Wealth Management's MDLA Position: Q4 2021 in Review

HighMark Wealth Management sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 85 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in MDLA in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • HighMark Wealth Management reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 85 Medallia, Inc. shares in Q4 2021, an estimated $3K.
  • HighMark Wealth Management first reported a position in Medallia, Inc. in Q2 2020 and held it in 6 quarters.
  • HighMark Wealth Management's Medallia, Inc. position peaked at $3K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on HighMark Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.