J.P. Morgan Private Wealth Advisors’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 |
-12,114
| Closed | -$410K | – | 2072 |
|
|
2021
Q3 | $410K | Sell |
12,114
-702
| -5% | -$23.8K | ﹤0.01% | 1581 |
|
|
2021
Q2 | $433K | Buy |
12,816
+114
| +0.9% | +$3.85K | ﹤0.01% | 1535 |
|
|
2021
Q1 | $354K | Sell |
12,702
-12,525
| -50% | -$349K | ﹤0.01% | 1461 |
|
|
2020
Q4 | $838K | Sell |
25,227
-44,224
| -64% | -$1.47M | ﹤0.01% | 1076 |
|
|
2020
Q3 | $1.9M | Buy |
69,451
+57,451
| +479% | +$1.58M | 0.01% | 666 |
|
|
2020
Q2 | $303K | Hold |
12,000
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q1 | $240K | Buy |
+12,000
| New | +$240K | ﹤0.01% | 1224 |
|