PFG Advisors’s Medley Management Inc MDLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,200
| Closed | -$42K | – | 382 |
|
|
2020
Q3 | $42K | Hold |
7,200
| – | – | 0.01% | 355 |
|
|
2020
Q2 | $50K | Hold |
7,200
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $36K | Buy |
7,200
+800
| +13% | +$4K | 0.01% | 283 |
|
|
2019
Q4 | $203K | Hold |
6,400
| – | – | 0.05% | 286 |
|
|
2019
Q3 | $224K | Hold |
6,400
| – | – | 0.06% | 276 |
|
|
2019
Q2 | $152K | Buy |
6,400
+5,200
| +433% | +$124K | 0.04% | 301 |
|
|
2019
Q1 | $35K | Buy |
+1,200
| New | +$35K | 0.01% | 290 |
|