Meridian Wealth Management’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 |
-870
| Closed | -$255K | – | 419 |
|
|
2021
Q4 | $255K | Sell |
870
-15
| -2% | -$4.4K | 0.03% | 349 |
|
|
2021
Q3 | $240K | Hold |
885
| – | – | 0.03% | 347 |
|
|
2021
Q2 | $215K | Buy |
+885
| New | +$215K | 0.03% | 361 |
|
|
2021
Q1 | – | Sell |
-870
| Closed | -$233K | – | 371 |
|
|
2020
Q4 | $233K | Hold |
870
| – | – | 0.04% | 293 |
|
|
2020
Q3 | $205K | Sell |
870
-2,930
| -77% | -$690K | 0.05% | 233 |
|
|
2020
Q2 | $866K | Buy |
+3,800
| New | +$866K | 0.29% | 75 |
|
|
2019
Q3 | – | Sell |
-1,140
| Closed | -$1.7K | – | 367 |
|
|
2019
Q2 | $1.7K | Buy |
+1,140
| New | +$1.7K | 0.07% | 225 |
|