Valeo Financial Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-38
| Closed | -$9K | – | 1182 |
|
|
2021
Q1 | $9K | Sell |
38
-20
| -34% | -$4.74K | ﹤0.01% | 1309 |
|
|
2020
Q4 | $16K | Hold |
58
| – | – | ﹤0.01% | 1064 |
|
|
2020
Q3 | $14K | Sell |
58
-447
| -89% | -$108K | ﹤0.01% | 967 |
|
|
2020
Q2 | $115K | Buy |
505
+155
| +44% | +$35.3K | 0.01% | 452 |
|
|
2020
Q1 | $65K | Sell |
350
-22
| -6% | -$4.09K | 0.01% | 512 |
|
|
2019
Q4 | $59K | Sell |
372
-87
| -19% | -$13.8K | 0.01% | 584 |
|
|
2019
Q3 | $68K | Buy |
459
+38
| +9% | +$5.63K | 0.01% | 516 |
|
|
2019
Q2 | $63K | Sell |
421
-76
| -15% | -$11.4K | 0.01% | 534 |
|
|
2019
Q1 | $69K | Buy |
+497
| New | +$69K | 0.01% | 492 |
|