JWM
Janiczek Wealth Management’s Masimo MASI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.17K | Hold |
49
| – | – | ﹤0.01% | 716 |
|
|
2024
Q1 | $7.2K | Hold |
49
| – | – | ﹤0.01% | 725 |
|
|
2023
Q4 | $5.74K | Buy |
49
+48
| +4,800% | +$5.63K | ﹤0.01% | 737 |
|
|
2023
Q3 | $88 | Sell |
1
-422
| -100% | -$37.1K | ﹤0.01% | 1041 |
|
|
2023
Q2 | $69.6K | Sell |
423
-25
| -6% | -$4.11K | 0.02% | 276 |
|
|
2023
Q1 | $85.9K | Sell |
448
-29
| -6% | -$5.56K | 0.02% | 240 |
|
|
2022
Q4 | $73.9K | Sell |
477
-185
| -28% | -$28.7K | 0.02% | 259 |
|
|
2022
Q3 | $86K | Buy |
662
+200
| +43% | +$26K | 0.03% | 225 |
|
|
2022
Q2 | $67K | Sell |
462
-157
| -25% | -$22.8K | 0.02% | 264 |
|
|
2022
Q1 | $90K | Buy |
619
+540
| +684% | +$78.5K | 0.02% | 221 |
|
|
2021
Q4 | $23K | Buy |
79
+15
| +23% | +$4.37K | 0.01% | 452 |
|
|
2021
Q3 | $17K | Buy |
64
+28
| +78% | +$7.44K | 0.01% | 486 |
|
|
2021
Q2 | $9K | Sell |
36
-28
| -44% | -$7K | ﹤0.01% | 568 |
|
|
2021
Q1 | $15K | Sell |
64
-21
| -25% | -$4.92K | 0.01% | 456 |
|
|
2020
Q4 | $23K | Buy |
85
+63
| +286% | +$17K | 0.01% | 327 |
|
|
2020
Q3 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 339 |
|