TWA
TCI Wealth Advisors’s Masimo MASI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47
| Closed | -$8.67K | – | 1366 |
|
|
2023
Q1 | $8.67K | Hold |
47
| – | – | ﹤0.01% | 1172 |
|
|
2022
Q4 | $6.95K | Sell |
47
-5
| -10% | -$740 | ﹤0.01% | 1316 |
|
|
2022
Q3 | $7K | Buy |
52
+5
| +11% | +$673 | ﹤0.01% | 1264 |
|
|
2022
Q2 | $6K | Buy |
47
+30
| +176% | +$3.83K | ﹤0.01% | 1371 |
|
|
2022
Q1 | $2K | Sell |
17
-20
| -54% | -$2.35K | ﹤0.01% | 1999 |
|
|
2021
Q4 | $11K | Hold |
37
| – | – | ﹤0.01% | 1103 |
|
|
2021
Q3 | $10K | Sell |
37
-1
| -3% | -$270 | ﹤0.01% | 1093 |
|
|
2021
Q2 | $9K | Sell |
38
-19
| -33% | -$4.5K | ﹤0.01% | 1026 |
|
|
2021
Q1 | $13K | Buy |
57
+25
| +78% | +$5.7K | 0.01% | 696 |
|
|
2020
Q4 | $9K | Hold |
32
| – | – | ﹤0.01% | 655 |
|
|
2020
Q3 | $8K | Hold |
32
| – | – | ﹤0.01% | 619 |
|
|
2020
Q2 | $7K | Buy |
32
+8
| +33% | +$1.75K | ﹤0.01% | 647 |
|
|
2020
Q1 | $4K | Buy |
24
+7
| +41% | +$1.17K | ﹤0.01% | 766 |
|
|
2019
Q4 | $3K | Sell |
17
-4
| -19% | -$706 | ﹤0.01% | 1028 |
|
|
2019
Q3 | $3K | Buy |
21
+4
| +24% | +$571 | ﹤0.01% | 961 |
|
|
2019
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 903 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 1039 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 1037 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1229 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1000 |
|
|
2017
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 952 |
|
|
2016
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1194 |
|
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1162 |
|
|
2016
Q2 | $1K | Buy |
17
+5
| +42% | +$294 | ﹤0.01% | 1099 |
|
|
2016
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1107 |
|