SWA
Sutton Wealth Advisors’s Masimo MASI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$1.81K | – | 878 |
|
|
2023
Q2 | $1.81K | Hold |
11
| – | – | ﹤0.01% | 709 |
|
|
2023
Q1 | $2.03K | Sell |
11
-4
| -27% | -$738 | ﹤0.01% | 642 |
|
|
2022
Q4 | $2.22K | Sell |
15
-1
| -6% | -$148 | ﹤0.01% | 1201 |
|
|
2022
Q3 | $2.26K | Buy |
16
+3
| +23% | +$424 | ﹤0.01% | 1176 |
|
|
2022
Q2 | $1.7K | Buy |
13
+11
| +550% | +$1.44K | ﹤0.01% | 1203 |
|
|
2022
Q1 | $291 | Sell |
2
-3
| -60% | -$437 | ﹤0.01% | 1543 |
|
|
2021
Q4 | $1.46K | Buy |
+5
| New | +$1.46K | ﹤0.01% | 1249 |
|
|
2017
Q4 | – | Sell |
-144
| Closed | -$12.5K | – | 1098 |
|
|
2017
Q3 | $12.5K | Sell |
144
-89
| -38% | -$7.7K | 0.01% | 706 |
|
|
2017
Q2 | $21.2K | Sell |
233
-34
| -13% | -$3.1K | 0.02% | 502 |
|
|
2017
Q1 | $24.9K | Sell |
267
-491
| -65% | -$45.8K | 0.02% | 432 |
|
|
2016
Q4 | $51.1K | Hold |
758
| – | – | 0.05% | 263 |
|
|
2016
Q3 | $45.1K | Hold |
758
| – | – | 0.04% | 277 |
|
|
2016
Q2 | $39.8K | Hold |
758
| – | – | 0.04% | 280 |
|
|
2016
Q1 | $31.7K | Buy |
+758
| New | +$31.7K | 0.03% | 326 |
|