Stratos Wealth Advisors’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 |
-25,000
| Closed | -$847K | – | 575 |
|
|
2021
Q3 | $847K | Sell |
25,000
-1,352
| -5% | -$45.8K | 0.07% | 278 |
|
|
2021
Q2 | $889K | Sell |
26,352
-2,000
| -7% | -$67.5K | 0.08% | 257 |
|
|
2021
Q1 | $791K | Sell |
28,352
-24,878
| -47% | -$694K | 0.08% | 247 |
|
|
2020
Q4 | $1.77M | Hold |
53,230
| – | – | 0.24% | 103 |
|
|
2020
Q3 | $1.46M | Sell |
53,230
-8,327
| -14% | -$228K | 0.36% | 71 |
|
|
2020
Q2 | $1.55M | Sell |
61,557
-8,333
| -12% | -$210K | 0.48% | 58 |
|
|
2020
Q1 | $1.4M | Buy |
69,890
+61,357
| +719% | +$1.23M | 0.99% | 19 |
|
|
2019
Q4 | $265K | Buy |
+8,533
| New | +$265K | 0.15% | 139 |
|