B. Riley 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
Q2 | – | Sell |
-2,594
| Closed | -$479K | – | 1601 |
|
|
2023
Q1 | $479K | Buy |
+2,594
| New | +$479K | 0.01% | 824 |
|
|
2021
Q1 | – | Sell |
-1,261
| Closed | -$339K | – | 1390 |
|
|
2020
Q4 | $339K | Sell |
1,261
-1,037
| -45% | -$279K | 0.02% | 691 |
|
|
2020
Q3 | $534K | Buy |
+2,298
| New | +$534K | 0.03% | 504 |
|
|
2018
Q1 | – | Sell |
-3,249
| Closed | -$277K | – | 696 |
|
|
2017
Q4 | $277K | Sell |
3,249
-16
| -0.5% | -$1.36K | 0.04% | 482 |
|
|
2017
Q3 | $284K | Sell |
3,265
-27
| -0.8% | -$2.35K | 0.05% | 391 |
|
|
2017
Q2 | $301K | Sell |
3,292
-86
| -3% | -$7.86K | 0.05% | 366 |
|
|
2017
Q1 | $316K | Sell |
3,378
-159
| -4% | -$14.9K | 0.06% | 322 |
|
|
2016
Q4 | $239K | Buy |
+3,537
| New | +$239K | 0.05% | 402 |
|