One Wealth Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-168
| Closed | -$23K | – | 332 |
|
|
2019
Q1 | $23K | Buy |
+168
| New | +$23K | 0.02% | 260 |
|
|
2018
Q4 | – | Sell |
-1,063
| Closed | -$132K | – | 321 |
|
|
2018
Q3 | $132K | Sell |
1,063
-151
| -12% | -$18.8K | 0.1% | 161 |
|
|
2018
Q2 | $119K | Hold |
1,214
| – | – | 0.1% | 173 |
|
|
2018
Q1 | $107K | Sell |
1,214
-559
| -32% | -$49.3K | 0.09% | 166 |
|
|
2017
Q4 | $150K | Buy |
+1,773
| New | +$150K | 0.12% | 152 |
|