Avitas Wealth Management’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,821
| Closed | -$757K | – | 218 |
|
|
2020
Q4 | $757K | Buy |
2,821
+95
| +3% | +$25.5K | 0.15% | 164 |
|
|
2020
Q3 | $643K | Buy |
2,726
+143
| +6% | +$33.7K | 0.18% | 132 |
|
|
2020
Q2 | $589K | Sell |
2,583
-21
| -0.8% | -$4.79K | 0.2% | 124 |
|
|
2020
Q1 | $461K | Sell |
2,604
-797
| -23% | -$141K | 0.21% | 101 |
|
|
2019
Q4 | $538K | Sell |
3,401
-5
| -0.1% | -$791 | 0.14% | 141 |
|
|
2019
Q3 | $507K | Buy |
3,406
+21
| +0.6% | +$3.13K | 0.14% | 141 |
|
|
2019
Q2 | $504K | Sell |
3,385
-87
| -3% | -$13K | 0.14% | 144 |
|
|
2019
Q1 | $480K | Sell |
3,472
-220
| -6% | -$30.4K | 0.14% | 140 |
|
|
2018
Q4 | $396K | Buy |
+3,692
| New | +$396K | 0.13% | 139 |
|