Rational 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,448
| Closed | -$296K | – | 595 |
|
|
2019
Q3 | $296K | Sell |
8,448
-8,000
| -49% | -$280K | 0.11% | 192 |
|
|
2019
Q2 | $405K | Hold |
16,448
| – | – | 0.14% | 155 |
|
|
2019
Q1 | $564K | Sell |
16,448
-1,550
| -9% | -$53.1K | 0.15% | 141 |
|
|
2018
Q4 | $695K | Buy |
17,998
+1,288
| +8% | +$49.7K | 0.22% | 98 |
|
|
2018
Q3 | $877K | Hold |
16,710
| – | – | 0.21% | 112 |
|
|
2018
Q2 | $593K | Hold |
16,710
| – | – | 0.28% | 117 |
|
|
2018
Q1 | $952K | Hold |
16,710
| – | – | 0.45% | 84 |
|
|
2017
Q4 | $1.09M | Buy |
+16,710
| New | +$1.09M | 0.56% | 59 |
|