Affinity Investment Advisors’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,903
| Closed | -$292K | – | 193 |
|
|
2023
Q3 | $292K | Sell |
3,903
-6
| -0.2% | -$449 | 0.19% | 159 |
|
|
2023
Q2 | $360K | Sell |
3,909
-1,062
| -21% | -$97.9K | 0.21% | 155 |
|
|
2023
Q1 | $515K | Buy |
4,971
+57
| +1% | +$5.91K | 0.28% | 135 |
|
|
2022
Q4 | $567K | Buy |
4,914
+402
| +9% | +$46.4K | 0.26% | 132 |
|
|
2022
Q3 | $489K | Hold |
4,512
| – | – | 0.25% | 131 |
|
|
2022
Q2 | $814K | Hold |
4,512
| – | – | 0.4% | 78 |
|
|
2022
Q1 | $771K | Buy |
4,512
+4
| +0.1% | +$684 | 0.32% | 118 |
|
|
2021
Q4 | $944K | Buy |
4,508
+759
| +20% | +$159K | 0.38% | 97 |
|
|
2021
Q3 | $722K | Hold |
3,749
| – | – | 0.32% | 119 |
|
|
2021
Q2 | $1.06M | Sell |
3,749
-7
| -0.2% | -$1.98K | 0.48% | 70 |
|
|
2021
Q1 | $796K | Buy |
+3,756
| New | +$796K | 0.29% | 103 |
|
|
2019
Q4 | – | Sell |
-3,159
| Closed | -$327K | – | 147 |
|
|
2019
Q3 | $327K | Buy |
3,159
+371
| +13% | +$38.4K | 0.1% | 117 |
|
|
2019
Q2 | $358K | Buy |
+2,788
| New | +$358K | 0.1% | 119 |
|