Wealthcare Advisory Partners’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 |
-21
| Closed | -$5K | – | 1307 |
|
2021
Q1 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 1657 |
|
2020
Q2 | – | Sell |
-11
| Closed | -$2K | – | 936 |
|
2020
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 1308 |
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$436K | – | 1249 |
|
2018
Q3 | $436K | Hold |
3,500
| – | – | 0.08% | 134 |
|
2018
Q2 | $342K | Hold |
3,500
| – | – | 0.07% | 155 |
|
2018
Q1 | $308K | Buy |
+3,500
| New | +$308K | 0.07% | 151 |
|