O'Shaughnessy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-741
| Closed | -$48K | – | 1026 |
|
|
2017
Q4 | $48K | Sell |
741
-400
| -35% | -$25.9K | ﹤0.01% | 740 |
|
|
2017
Q3 | $70K | Sell |
1,141
-161
| -12% | -$9.88K | ﹤0.01% | 671 |
|
|
2017
Q2 | $85K | Sell |
1,302
-193
| -13% | -$12.6K | ﹤0.01% | 658 |
|
|
2017
Q1 | $124K | Buy |
1,495
+1,023
| +217% | +$84.9K | ﹤0.01% | 590 |
|
|
2016
Q4 | $47K | Buy |
+472
| New | +$47K | ﹤0.01% | 717 |
|