Juncture Wealth Strategies’s MKS Inc. Common Stock MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,763
| Closed | -$758K | – | 112 |
|
|
2023
Q3 | $758K | Sell |
8,763
-134
| -2% | -$11.6K | 0.37% | 60 |
|
|
2023
Q2 | $962K | Buy |
+8,897
| New | +$962K | 0.45% | 38 |
|
|
2022
Q2 | – | Sell |
-4,036
| Closed | -$605K | – | 115 |
|
|
2022
Q1 | $605K | Buy |
4,036
+1,438
| +55% | +$216K | 0.29% | 69 |
|
|
2021
Q4 | $452K | Buy |
+2,598
| New | +$452K | 0.22% | 89 |
|