Lucus Advisors’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,362
| Closed | -$278K | – | 117 |
|
|
2016
Q3 | $278K | Sell |
7,362
-3,285
| -31% | -$124K | 0.24% | 205 |
|
|
2016
Q2 | $354K | Sell |
10,647
-6,839
| -39% | -$227K | 0.29% | 43 |
|
|
2016
Q1 | $528K | Buy |
+17,486
| New | +$528K | 0.31% | 52 |
|
|
2015
Q3 | – | Sell |
-15,772
| Closed | -$510K | – | 356 |
|
|
2015
Q2 | $510K | Sell |
15,772
-1,143
| -7% | -$37K | 0.24% | 84 |
|
|
2015
Q1 | $507K | Buy |
16,915
+1,394
| +9% | +$41.8K | 0.26% | 145 |
|
|
2014
Q4 | $521K | Buy |
+15,521
| New | +$521K | 0.23% | 25 |
|