Financial Advocates Investment Management’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,912
| Closed | -$200K | – | 816 |
|
|
2022
Q3 | $200K | Buy |
3,912
+2,372
| +154% | +$121K | 0.02% | 686 |
|
|
2022
Q2 | $202K | Buy |
+1,540
| New | +$202K | 0.02% | 624 |
|
|
2022
Q1 | – | Sell |
-1,341
| Closed | -$374K | – | 776 |
|
|
2021
Q4 | $374K | Buy |
1,341
+81
| +6% | +$22.6K | 0.02% | 563 |
|
|
2021
Q3 | $341K | Hold |
1,260
| – | – | 0.02% | 575 |
|
|
2021
Q2 | $306K | Sell |
1,260
-19
| -1% | -$4.61K | 0.02% | 600 |
|
|
2021
Q1 | $294K | Sell |
1,279
-10
| -0.8% | -$2.3K | 0.02% | 597 |
|
|
2020
Q4 | $346K | Hold |
1,289
| – | – | 0.02% | 527 |
|
|
2020
Q3 | $304K | Sell |
1,289
-1
| -0.1% | -$236 | 0.03% | 466 |
|
|
2020
Q2 | $294K | Buy |
1,290
+1
| +0.1% | +$228 | 0.03% | 453 |
|
|
2020
Q1 | $228K | Buy |
+1,289
| New | +$228K | 0.03% | 406 |
|