TPG Financial 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
-16,869
Closed -$571K 41
2021
Q3
$571K Sell
16,869
-3,904
-19% -$132K 0.38% 25
2021
Q2
$701K Hold
20,773
0.49% 22
2021
Q1
$579K Buy
+20,773
New +$579K 0.4% 26