Summit Trail Advisors’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-553
| Closed | -$123K | – | 180 |
|
|
2018
Q3 | $123K | Buy |
553
+103
| +23% | +$22.9K | 0.03% | 246 |
|
|
2018
Q2 | $72K | Buy |
+450
| New | +$72K | 0.03% | 260 |
|
|
2018
Q1 | – | Sell |
-1,740
| Closed | -$125K | – | 1171 |
|
|
2017
Q4 | $125K | Buy |
+1,740
| New | +$125K | 0.02% | 565 |
|