Synergy Financial Group’s Masimo MASI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,196	Closed	-$221K	–	84
2023 Q1	$221K	Buy	+1,196	New	+$221K	0.36%	71
2022 Q2	–	Sell	-1,396	Closed	-$203K	–	89
2022 Q1	$203K	Hold	1,396	–	–	0.21%	96
2021 Q4	$409K	Buy	+1,396	New	+$409K	0.37%	65