V Wealth Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-750
| Closed | -$201K | – | 432 |
|
|
2020
Q4 | $201K | Buy |
+750
| New | +$201K | 0.04% | 368 |
|
|
2020
Q2 | – | Sell |
-1,283
| Closed | -$227K | – | 362 |
|
|
2020
Q1 | $227K | Sell |
1,283
-550
| -30% | -$97.3K | 0.07% | 273 |
|
|
2019
Q4 | $273K | Hold |
1,833
| – | – | 0.1% | 216 |
|
|
2019
Q3 | $273K | Sell |
1,833
-15
| -0.8% | -$2.23K | 0.1% | 217 |
|
|
2019
Q2 | $288K | Sell |
1,848
-29
| -2% | -$4.52K | 0.11% | 196 |
|
|
2019
Q1 | $242K | Buy |
+1,877
| New | +$242K | 0.1% | 210 |
|