Peloton Wealth Strategists’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,950
| Closed | -$697K | – | 94 |
|
|
2023
Q4 | $697K | Sell |
5,950
-2,550
| -30% | -$299K | 0.3% | 70 |
|
|
2023
Q3 | $745K | Sell |
8,500
-1,050
| -11% | -$92K | 0.34% | 67 |
|
|
2023
Q2 | $1.57M | Sell |
9,550
-15
| -0.2% | -$2.47K | 0.7% | 54 |
|
|
2023
Q1 | $1.77M | Hold |
9,565
| – | – | 0.81% | 46 |
|
|
2022
Q4 | $1.42M | Buy |
9,565
+200
| +2% | +$29.6K | 0.68% | 50 |
|
|
2022
Q3 | $1.32M | Buy |
9,365
+65
| +0.7% | +$9.18K | 0.69% | 54 |
|
|
2022
Q2 | $1.22M | Buy |
+9,300
| New | +$1.22M | 0.59% | 58 |
|