Stiles Financial Services’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,480
| Closed | -$260K | – | 177 |
|
|
2023
Q3 | $260K | Sell |
3,480
-707
| -17% | -$52.9K | 0.14% | 141 |
|
|
2023
Q2 | $386K | Sell |
4,187
-324
| -7% | -$29.9K | 0.19% | 124 |
|
|
2023
Q1 | $468K | Sell |
4,511
-501
| -10% | -$51.9K | 0.25% | 102 |
|
|
2022
Q4 | $578K | Sell |
5,012
-40
| -0.8% | -$4.61K | 0.33% | 88 |
|
|
2022
Q3 | $547K | Buy |
5,052
+492
| +11% | +$53.3K | 0.33% | 84 |
|
|
2022
Q2 | $823K | Buy |
4,560
+23
| +0.5% | +$4.15K | 0.49% | 62 |
|
|
2022
Q1 | $775K | Buy |
4,537
+20
| +0.4% | +$3.42K | 0.39% | 70 |
|
|
2021
Q4 | $946K | Buy |
+4,517
| New | +$946K | 0.46% | 63 |
|