HWAM
Hennion & Walsh Asset Management’s Medifast MED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,855
| Closed | -$214K | – | 842 |
|
|
2023
Q3 | $214K | Sell |
2,855
-1,707
| -37% | -$128K | 0.01% | 735 |
|
|
2023
Q2 | $420K | Sell |
4,562
-416
| -8% | -$38.3K | 0.02% | 565 |
|
|
2023
Q1 | $516K | Buy |
4,978
+394
| +9% | +$40.8K | 0.03% | 499 |
|
|
2022
Q4 | $529K | Buy |
4,584
+2,289
| +100% | +$264K | 0.03% | 487 |
|
|
2022
Q3 | $249K | Sell |
2,295
-311
| -12% | -$33.7K | 0.02% | 662 |
|
|
2022
Q2 | $470K | Sell |
2,606
-101
| -4% | -$18.2K | 0.03% | 496 |
|
|
2022
Q1 | $462K | Buy |
2,707
+159
| +6% | +$27.1K | 0.02% | 530 |
|
|
2021
Q4 | $534K | Buy |
2,548
+768
| +43% | +$161K | 0.03% | 526 |
|
|
2021
Q3 | $343K | Buy |
+1,780
| New | +$343K | 0.02% | 606 |
|