Liberty 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
-200
Closed -$7K 1219
2021
Q3
$7K Hold
200
﹤0.01% 898
2021
Q2
$7K Buy
+200
New +$5.75K ﹤0.01% 743

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

Liberty Wealth Management sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 200 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in MDLA in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 200 Medallia, Inc. shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in Medallia, Inc. in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Medallia, Inc. position peaked at $7K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.