GW Henssler & Associates’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,381
| Closed | -$422K | – | 216 |
|
|
2020
Q1 | $422K | Sell |
2,381
-625
| -21% | -$111K | 0.04% | 111 |
|
|
2019
Q4 | $475K | Buy |
3,006
+506
| +20% | +$80K | 0.04% | 138 |
|
|
2019
Q3 | $372K | Hold |
2,500
| – | – | 0.03% | 134 |
|
|
2019
Q2 | $372K | Sell |
2,500
-638
| -20% | -$94.9K | 0.03% | 159 |
|
|
2019
Q1 | $434K | Buy |
+3,138
| New | +$434K | 0.04% | 143 |
|
|
2015
Q2 | – | Sell |
-6,212
| Closed | -$205K | – | 177 |
|
|
2015
Q1 | $205K | Buy |
+6,212
| New | +$205K | 0.02% | 164 |
|