Summit Trail Advisors’s MeridianLink MLNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,000
| Closed | -$208K | – | 569 |
|
|
2023
Q2 | $208K | Buy |
+10,000
| New | +$208K | 0.01% | 477 |
|
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$137K | – | 419 |
|
|
2022
Q4 | $137K | Hold |
10,000
| – | – | 0.01% | 381 |
|
|
2022
Q3 | $163K | Hold |
10,000
| – | – | 0.01% | 338 |
|
|
2022
Q2 | $167K | Buy |
+10,000
| New | +$167K | 0.01% | 358 |
|
|
2022
Q1 | – | Sell |
-10,000
| Closed | -$216K | – | 356 |
|
|
2021
Q4 | $216K | Sell |
10,000
-6,198
| -38% | -$134K | 0.01% | 266 |
|
|
2021
Q3 | $362K | Buy |
+16,198
| New | +$362K | 0.03% | 186 |
|