Meeder Asset Management’s Medley Management Inc MDLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-409
| Closed | – | – | 1028 |
|
|
2025
Q1 | $0 | Hold |
409
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q4 | $0 | Hold |
409
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q3 | $0 | Hold |
409
| – | – | ﹤0.01% | 989 |
|
|
2024
Q2 | $0 | Hold |
409
| – | – | ﹤0.01% | 1030 |
|
|
2024
Q1 | $0 | Hold |
409
| – | – | ﹤0.01% | 807 |
|
|
2023
Q4 | $0 | Hold |
409
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $0 | Hold |
409
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $0 | Hold |
409
| – | – | ﹤0.01% | 625 |
|
|
2023
Q1 | $0 | Hold |
409
| – | – | ﹤0.01% | 867 |
|
|
2022
Q4 | $0 | Hold |
409
| – | – | ﹤0.01% | 2201 |
|
|
2022
Q3 | $0 | Hold |
409
| – | – | ﹤0.01% | 2458 |
|
|
2022
Q2 | $0 | Hold |
409
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q1 | $0 | Buy |
+409
| New | – | ﹤0.01% | 2601 |
|
|
2021
Q4 | – | Sell |
-409
| Closed | – | – | 2581 |
|
|
2021
Q3 | $0 | Hold |
409
| – | – | ﹤0.01% | 2730 |
|
|
2021
Q2 | $3K | Hold |
409
| – | – | ﹤0.01% | 2159 |
|
|
2021
Q1 | $3K | Buy |
+409
| New | +$3K | ﹤0.01% | 2031 |
|
|
2020
Q4 | – | Sell |
-391
| Closed | -$2K | – | 2404 |
|
|
2020
Q3 | $2K | Hold |
391
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q2 | $3K | Hold |
391
| – | – | ﹤0.01% | 1726 |
|
|
2020
Q1 | $3K | Sell |
391
-288
| -42% | -$2.21K | ﹤0.01% | 2031 |
|
|
2019
Q4 | $20K | Buy |
679
+71
| +12% | +$2.09K | ﹤0.01% | 1358 |
|
|
2019
Q3 | $20K | Buy |
608
+140
| +30% | +$4.61K | ﹤0.01% | 1323 |
|
|
2019
Q2 | $11K | Buy |
468
+168
| +56% | +$3.95K | ﹤0.01% | 1438 |
|
|
2019
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q4 | $12K | Sell |
300
-292
| -49% | -$11.7K | ﹤0.01% | 1211 |
|
|
2018
Q3 | $31K | Sell |
592
-116
| -16% | -$6.07K | ﹤0.01% | 925 |
|
|
2018
Q2 | $25.1K | Buy |
+708
| New | +$25.1K | ﹤0.01% | 913 |
|
|
2018
Q1 | – | Sell |
-76
| Closed | -$5K | – | 1809 |
|
|
2017
Q4 | $5K | Buy |
76
+1
| +1% | +$66 | ﹤0.01% | 1336 |
|
|
2017
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 1223 |
|