BMT Investment Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.5M | Sell |
14,100
-2,160
| -13% | -$383K | 1.57% | 21 |
|
|
2019
Q4 | $2.57M | Hold |
16,260
| – | – | 1.18% | 40 |
|
|
2019
Q3 | $2.42M | Hold |
16,260
| – | – | 1.24% | 36 |
|
|
2019
Q2 | $2.42M | Sell |
16,260
-2,400
| -13% | -$357K | 1.27% | 33 |
|
|
2019
Q1 | $2.58M | Hold |
18,660
| – | – | 1.41% | 21 |
|
|
2018
Q4 | $2M | Hold |
18,660
| – | – | 1.27% | 33 |
|
|
2018
Q3 | $2.32M | Hold |
18,660
| – | – | 1.33% | 27 |
|
|
2018
Q2 | $1.82M | Hold |
18,660
| – | – | 1.16% | 46 |
|
|
2018
Q1 | $1.64M | Buy |
18,660
+1,411
| +8% | +$124K | 1.11% | 52 |
|
|
2017
Q4 | $1.46M | Sell |
17,249
-461
| -3% | -$39.1K | 1.06% | 69 |
|
|
2017
Q3 | $1.53M | Buy |
+17,710
| New | +$1.53M | 1.41% | 21 |
|