Summit Wealth & Retirement Planning’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,238
| Closed | -$404K | – | 113 |
|
|
2022
Q2 | $404K | Sell |
2,238
-50
| -2% | -$9.03K | 0.16% | 74 |
|
|
2022
Q1 | $391K | Sell |
2,288
-116
| -5% | -$19.8K | 0.14% | 76 |
|
|
2021
Q4 | $503K | Sell |
2,404
-155
| -6% | -$32.4K | 0.17% | 60 |
|
|
2021
Q3 | $493K | Sell |
2,559
-331
| -11% | -$63.8K | 0.18% | 60 |
|
|
2021
Q2 | $818K | Sell |
2,890
-144
| -5% | -$40.8K | 0.3% | 51 |
|
|
2021
Q1 | $643K | Sell |
3,034
-1,367
| -31% | -$290K | 0.24% | 65 |
|
|
2020
Q4 | $864K | Buy |
+4,401
| New | +$864K | 0.33% | 59 |
|