Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,864
| Closed | -$11K | – | 834 |
|
|
2020
Q3 | $11K | Hold |
1,864
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $14K | Hold |
1,864
| – | – | ﹤0.01% | 657 |
|
|
2020
Q1 | $13K | Sell |
1,864
-3,086
| -62% | -$21.5K | ﹤0.01% | 634 |
|
|
2019
Q4 | $147K | Hold |
4,950
| – | – | 0.01% | 785 |
|
|
2019
Q3 | $173K | Hold |
4,950
| – | – | 0.01% | 765 |
|
|
2019
Q2 | $122K | Buy |
4,950
+4,928
| +22,400% | +$121K | 0.01% | 797 |
|
|
2019
Q1 | $65K | Sell |
22
-6,478
| -100% | -$19.1M | 0.26% | 85 |
|
|
2018
Q4 | $251K | Hold |
6,500
| – | – | 0.02% | 564 |
|
|
2018
Q3 | $341K | Buy |
+6,500
| New | +$341K | 0.02% | 519 |
|