LWA
Lowe Wealth Advisors’s Masimo MASI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25
| Closed | -$7K | – | 327 |
|
|
2021
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 209 |
|
|
2021
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 207 |
|
|
2021
Q2 | $6K | Sell |
25
-25
| -50% | -$6K | ﹤0.01% | 207 |
|
|
2021
Q1 | $11K | Sell |
50
-25
| -33% | -$5.5K | 0.01% | 174 |
|
|
2020
Q4 | $20K | Hold |
75
| – | – | 0.01% | 131 |
|
|
2020
Q3 | $18K | Hold |
75
| – | – | 0.01% | 125 |
|
|
2020
Q2 | $17K | Hold |
75
| – | – | 0.01% | 119 |
|
|
2020
Q1 | $13K | Hold |
75
| – | – | 0.01% | 130 |
|
|
2019
Q4 | $12K | Hold |
75
| – | – | 0.01% | 148 |
|
|
2019
Q3 | $11K | Hold |
75
| – | – | 0.01% | 147 |
|
|
2019
Q2 | $11K | Buy |
+75
| New | +$11K | 0.01% | 158 |
|