Financial Synergies Wealth Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$294 | – | 288 |
|
|
2024
Q1 | $294 | Buy |
+2
| New | +$294 | ﹤0.01% | 483 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$176 | – | 514 |
|
|
2023
Q3 | $176 | Hold |
2
| – | – | ﹤0.01% | 486 |
|
|
2023
Q2 | $330 | Buy |
2
+1
| +100% | +$165 | ﹤0.01% | 467 |
|
|
2023
Q1 | $185 | Buy |
+1
| New | +$185 | ﹤0.01% | 481 |
|