Robertson Stephens Wealth Management’s Medallia, Inc. MDLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,000
| Closed | -$338K | – | 399 |
|
|
2021
Q3 | $338K | Hold |
10,000
| – | – | 0.04% | 242 |
|
|
2021
Q2 | $337K | Hold |
10,000
| – | – | 0.04% | 251 |
|
|
2021
Q1 | $278K | Hold |
10,000
| – | – | 0.04% | 242 |
|
|
2020
Q4 | $332K | Hold |
10,000
| – | – | 0.07% | 174 |
|
|
2020
Q3 | $274K | Hold |
10,000
| – | – | 0.07% | 180 |
|
|
2020
Q2 | $252K | Buy |
+10,000
| New | +$252K | 0.07% | 158 |
|