Laurel Wealth Advisors (California)’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,020
| Closed | -$299K | – | 775 |
|
|
2021
Q4 | $299K | Hold |
1,020
| – | – | 0.02% | 624 |
|
|
2021
Q3 | $276K | Hold |
1,020
| – | – | 0.05% | 357 |
|
|
2021
Q2 | $247K | Hold |
1,020
| – | – | 0.03% | 450 |
|
|
2021
Q1 | $234K | Buy |
1,020
+20
| +2% | +$4.59K | 0.04% | 410 |
|
|
2020
Q4 | $268K | Hold |
1,000
| – | – | 0.04% | 361 |
|
|
2020
Q3 | $236K | Sell |
1,000
-10
| -1% | -$2.36K | 0.04% | 355 |
|
|
2020
Q2 | $230K | Buy |
+1,010
| New | +$230K | 0.04% | 345 |
|