Patriot Financial Group Insurance Agency’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
Q2 | – | Sell |
-80
| Closed | -$5K | – | 952 |
|
|
2018
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 750 |
|
|
2017
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 746 |
|
|
2017
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 712 |
|
|
2017
Q2 | $5K | Buy |
80
+50
| +167% | +$3.13K | 0.01% | 696 |
|
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 778 |
|
|
2016
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 663 |
|