Regal Investment Advisors’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 |
-1,184
| Closed | -$347K | – | 555 |
|
2021
Q4 | $347K | Buy |
1,184
+33
| +3% | +$9.67K | 0.03% | 397 |
|
2021
Q3 | $312K | Buy |
1,151
+29
| +3% | +$7.86K | 0.03% | 412 |
|
2021
Q2 | $272K | Buy |
+1,122
| New | +$272K | 0.03% | 440 |
|
2021
Q1 | – | Sell |
-969
| Closed | -$260K | – | 262 |
|
2020
Q4 | $260K | Buy |
+969
| New | +$260K | 0.03% | 391 |
|