Arkadios Wealth Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,984
| Closed | -$656K | – | 724 |
|
|
2023
Q2 | $656K | Buy |
3,984
+19
| +0.5% | +$3.13K | 0.08% | 250 |
|
|
2023
Q1 | $732K | Buy |
3,965
+832
| +27% | +$154K | 0.09% | 235 |
|
|
2022
Q4 | $464K | Sell |
3,133
-35
| -1% | -$5.18K | 0.06% | 299 |
|
|
2022
Q3 | $447K | Sell |
3,168
-969
| -23% | -$137K | 0.07% | 289 |
|
|
2022
Q2 | $541K | Buy |
4,137
+2,674
| +183% | +$350K | 0.08% | 263 |
|
|
2022
Q1 | $213K | Buy |
+1,463
| New | +$213K | 0.03% | 518 |
|
|
2021
Q4 | – | Sell |
-68
| Closed | -$18K | – | 1272 |
|
|
2021
Q3 | $18K | Hold |
68
| – | – | ﹤0.01% | 1255 |
|
|
2021
Q2 | $16K | Hold |
68
| – | – | ﹤0.01% | 1380 |
|
|
2021
Q1 | $15K | Hold |
68
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q4 | $18K | Buy |
+68
| New | +$18K | ﹤0.01% | 783 |
|