Avantax Advisory Services’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,445
| Closed | -$261K | – | 1367 |
|
|
2022
Q2 | $261K | Buy |
+1,445
| New | +$261K | ﹤0.01% | 1075 |
|
|
2021
Q1 | – | Sell |
-1,158
| Closed | -$227K | – | 1061 |
|
|
2020
Q4 | $227K | Sell |
1,158
-3,790
| -77% | -$743K | 0.01% | 833 |
|
|
2020
Q3 | $815K | Buy |
4,948
+315
| +7% | +$51.9K | 0.01% | 604 |
|
|
2020
Q2 | $642K | Hold |
4,633
| – | – | 0.02% | 426 |
|
|
2020
Q1 | $290K | Buy |
4,633
+1,207
| +35% | +$75.6K | 0.01% | 584 |
|
|
2019
Q4 | $376K | Buy |
3,426
+916
| +36% | +$101K | 0.01% | 562 |
|
|
2019
Q3 | $258K | Buy |
+2,510
| New | +$258K | 0.01% | 468 |
|