SWA
Sutton Wealth Advisors’s Medifast MED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-271
| Closed | -$31.3K | – | 1248 |
|
2022
Q4 | $31.3K | Buy |
271
+2
| +0.7% | +$231 | 0.01% | 538 |
|
2022
Q3 | $29.1K | Buy |
269
+36
| +15% | +$3.9K | 0.01% | 534 |
|
2022
Q2 | $42.1K | Buy |
233
+2
| +0.9% | +$361 | 0.02% | 427 |
|
2022
Q1 | $39.5K | Sell |
231
-3
| -1% | -$512 | 0.01% | 483 |
|
2021
Q4 | $49K | Buy |
234
+3
| +1% | +$628 | 0.02% | 423 |
|
2021
Q3 | $44.5K | Hold |
231
| – | – | 0.02% | 425 |
|
2021
Q2 | $65.4K | Hold |
231
| – | – | 0.02% | 339 |
|
2021
Q1 | $48.9K | Hold |
231
| – | – | 0.02% | 399 |
|
2020
Q4 | $45.4K | Hold |
231
| – | – | 0.02% | 383 |
|
2020
Q3 | $38K | Hold |
231
| – | – | 0.02% | 361 |
|
2020
Q2 | $32.1K | Hold |
231
| – | – | 0.02% | 412 |
|
2020
Q1 | $14.4K | Hold |
231
| – | – | 0.01% | 555 |
|
2019
Q4 | $25.3K | Hold |
231
| – | – | 0.01% | 510 |
|
2019
Q3 | $23.9K | Hold |
231
| – | – | 0.01% | 519 |
|
2019
Q2 | $29.6K | Hold |
231
| – | – | 0.02% | 458 |
|
2019
Q1 | $29.5K | Hold |
231
| – | – | 0.02% | 449 |
|
2018
Q4 | $28.9K | Hold |
231
| – | – | 0.02% | 411 |
|
2018
Q3 | $51.2K | Hold |
231
| – | – | 0.03% | 287 |
|
2018
Q2 | $37K | Hold |
231
| – | – | 0.03% | 373 |
|
2018
Q1 | $21.6K | Hold |
231
| – | – | 0.02% | 541 |
|
2017
Q4 | $16.1K | Hold |
231
| – | – | 0.01% | 629 |
|
2017
Q3 | $13.7K | Buy |
231
+107
| +86% | +$6.35K | 0.01% | 670 |
|
2017
Q2 | $5.14K | Hold |
124
| – | – | ﹤0.01% | 869 |
|
2017
Q1 | $5.5K | Hold |
124
| – | – | ﹤0.01% | 831 |
|
2016
Q4 | $5.16K | Hold |
124
| – | – | ﹤0.01% | 843 |
|
2016
Q3 | $4.69K | Hold |
124
| – | – | ﹤0.01% | 828 |
|
2016
Q2 | $4.13K | Hold |
124
| – | – | ﹤0.01% | 824 |
|
2016
Q1 | $3.74K | Buy |
+124
| New | +$3.74K | ﹤0.01% | 818 |
|