SWM
MDLA

Spire Wealth Management’s Medallia, Inc. MDLA Stock Holding History

Spire Wealth Management’s Portfolio MDLA Stock Details MDLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,400
Closed -$81K – 3042
2021
Q3 		$81K Hold
2,400
– – ﹤0.01% 1273
2021
Q2 		$81K Hold
2,400
– – ﹤0.01% 1282
2021
Q1 		$67K Buy
+2,400
New +$89.1K ﹤0.01% 1578

Spire Wealth Management's MDLA Position: Q4 2021 in Review

Spire Wealth Management sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 2,400 shares — an estimated $81K sold.

Spire Wealth Management first reported a position in MDLA in Q1 2021 and held it in 3 quarters. The position peaked at $81K in Q3 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • Spire Wealth Management reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 2,400 Medallia, Inc. shares in Q4 2021, an estimated $81K.
  • Spire Wealth Management first reported a position in Medallia, Inc. in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Medallia, Inc. position peaked at $81K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.