Transamerica Financial Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 660 |
|
|
2023
Q4 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 516 |
|
|
2023
Q3 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 539 |
|
|
2023
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $1K | Sell |
3
-5
| -63% | -$1.67K | ﹤0.01% | 492 |
|
|
2022
Q4 | $2K | Buy |
8
+4
| +100% | +$1K | ﹤0.01% | 396 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 544 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$1K | – | 168 |
|
|
2021
Q2 | $1K | Buy |
+1
| New | +$1K | 0.02% | 151 |
|