Carolina Wealth Advisors’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 |
-1,508
| Closed | -$272K | – | 287 |
|
|
2022
Q2 | $272K | Sell |
1,508
-154
| -9% | -$27.8K | 0.18% | 65 |
|
|
2022
Q1 | $284K | Buy |
1,662
+288
| +21% | +$49.2K | 0.18% | 57 |
|
|
2021
Q4 | $288K | Buy |
1,374
+1,029
| +298% | +$216K | 0.16% | 47 |
|
|
2021
Q3 | $66K | Buy |
+345
| New | +$66K | 0.04% | 122 |
|
|
2020
Q1 | – | Sell |
-517
| Closed | -$57K | – | 193 |
|
|
2019
Q4 | $57K | Buy |
+517
| New | +$57K | 0.05% | 64 |
|