DA
Doliver Advisors’s Masimo MASI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,413
| Closed | -$981K | – | 177 |
|
|
2021
Q4 | $981K | Sell |
4,413
-612
| -12% | -$136K | 0.31% | 56 |
|
|
2021
Q3 | $1.36M | Sell |
5,025
-1,885
| -27% | -$510K | 0.46% | 40 |
|
|
2021
Q2 | $1.68M | Sell |
6,910
-161
| -2% | -$39K | 0.56% | 27 |
|
|
2021
Q1 | $1.62M | Buy |
7,071
+292
| +4% | +$67.1K | 0.6% | 29 |
|
|
2020
Q4 | $1.82M | Buy |
6,779
+424
| +7% | +$114K | 0.8% | 20 |
|
|
2020
Q3 | $1.5M | Sell |
6,355
-4,350
| -41% | -$1.03M | 0.76% | 21 |
|
|
2020
Q2 | $2.44M | Buy |
10,705
+342
| +3% | +$78K | 1.09% | 16 |
|
|
2020
Q1 | $2.22M | Buy |
+10,363
| New | +$2.22M | 1.1% | 16 |
|