JFS Wealth Advisors’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2
| Closed | -$185 | – | 1989 |
|
|
2023
Q2 | $185 | Sell |
2
-1
| -33% | -$93 | ﹤0.01% | 1883 |
|
|
2023
Q1 | $312 | Sell |
3
-2
| -40% | -$208 | ﹤0.01% | 1777 |
|
|
2022
Q4 | $577 | Buy |
5
+3
| +150% | +$346 | ﹤0.01% | 1717 |
|
|
2022
Q3 | $0 | Sell |
2
-4
| -67% | – | ﹤0.01% | 1848 |
|
|
2022
Q2 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 1581 |
|
|
2022
Q1 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 1680 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1815 |
|