Wealthspire Advisors (Maryland)’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28
| Closed | -$4K | – | 1377 |
|
|
2019
Q1 | $4K | Sell |
28
-5
| -15% | -$714 | ﹤0.01% | 1910 |
|
|
2018
Q4 | $4K | Buy |
33
+30
| +1,000% | +$3.64K | ﹤0.01% | 1832 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2452 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$2K | – | 2588 |
|
|
2017
Q4 | $2K | Sell |
20
-32
| -62% | -$3.2K | ﹤0.01% | 2138 |
|
|
2017
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 1793 |
|
|
2017
Q2 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 1770 |
|
|
2016
Q3 | – | Sell |
-350
| Closed | -$18K | – | 1786 |
|
|
2016
Q2 | $18K | Sell |
350
-650
| -65% | -$33.4K | ﹤0.01% | 1030 |
|
|
2016
Q1 | $42K | Hold |
1,000
| – | – | 0.01% | 745 |
|
|
2015
Q4 | $42K | Buy |
+1,000
| New | +$42K | 0.01% | 763 |
|