Creative Planning’s Medifast MED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,055
| Closed | -$309K | – | 3050 |
|
|
2024
Q1 | $309K | Buy |
+8,055
| New | +$309K | ﹤0.01% | 2219 |
|
|
2023
Q1 | – | Sell |
-2,322
| Closed | -$268K | – | 2600 |
|
|
2022
Q4 | $268K | Buy |
+2,322
| New | +$268K | ﹤0.01% | 1790 |
|
|
2021
Q3 | – | Sell |
-825
| Closed | -$233K | – | 2098 |
|
|
2021
Q2 | $233K | Buy |
+825
| New | +$233K | ﹤0.01% | 1709 |
|
|
2019
Q2 | – | Sell |
-1,783
| Closed | -$227K | – | 1928 |
|
|
2019
Q1 | $227K | Buy |
+1,783
| New | +$227K | ﹤0.01% | 1490 |
|
|
2018
Q4 | – | Sell |
-1,183
| Closed | -$262K | – | 1876 |
|
|
2018
Q3 | $262K | Buy |
+1,183
| New | +$262K | ﹤0.01% | 1480 |
|