JWS
Juncture Wealth Strategies’s Masimo MASI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,992
| Closed | -$1.01M | – | 125 |
|
2024
Q2 | $1.01M | Buy |
7,992
+5,965
| +294% | +$751K | 0.42% | 42 |
|
2024
Q1 | $298K | Buy |
+2,027
| New | +$298K | 0.13% | 87 |
|
2023
Q3 | – | Sell |
-4,621
| Closed | -$760K | – | 116 |
|
2023
Q2 | $760K | Buy |
+4,621
| New | +$760K | 0.36% | 57 |
|