SkyOak Wealth’s MKS Inc. Common Stock MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,856
| Closed | -$242K | – | 252 |
|
|
2024
Q2 | $242K | Sell |
1,856
-145
| -7% | -$18.9K | 0.06% | 204 |
|
|
2024
Q1 | $266K | Sell |
2,001
-720
| -26% | -$95.8K | 0.06% | 205 |
|
|
2023
Q4 | $280K | Sell |
2,721
-1,066
| -28% | -$110K | 0.07% | 193 |
|
|
2023
Q3 | $328K | Sell |
3,787
-1,951
| -34% | -$169K | 0.1% | 151 |
|
|
2023
Q2 | $620K | Sell |
5,738
-1,728
| -23% | -$187K | 0.18% | 101 |
|
|
2023
Q1 | $662K | Sell |
7,466
-268
| -3% | -$23.8K | 0.2% | 99 |
|
|
2022
Q4 | $655K | Sell |
7,734
-932
| -11% | -$79K | 0.22% | 98 |
|
|
2022
Q3 | $716K | Sell |
8,666
-229
| -3% | -$18.9K | 0.26% | 84 |
|
|
2022
Q2 | $913K | Sell |
8,895
-1,581
| -15% | -$162K | 0.31% | 77 |
|
|
2022
Q1 | $1.57M | Sell |
10,476
-1,663
| -14% | -$249K | 0.44% | 61 |
|
|
2021
Q4 | $2.11M | Buy |
12,139
+1,045
| +9% | +$182K | 0.54% | 53 |
|
|
2021
Q3 | $1.67M | Buy |
+11,094
| New | +$1.67M | 0.45% | 62 |
|