YorkBridge Wealth Partners’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-222
| Closed | -$19K | – | 864 |
|
|
2018
Q1 | $19K | Buy |
222
+42
| +23% | +$3.6K | 0.01% | 539 |
|
|
2017
Q4 | $16K | Hold |
180
| – | – | 0.01% | 578 |
|
|
2017
Q3 | $16K | Hold |
180
| – | – | 0.01% | 573 |
|
|
2017
Q2 | $16K | Hold |
180
| – | – | 0.01% | 563 |
|
|
2017
Q1 | $19K | Buy |
180
+22
| +14% | +$2.32K | 0.01% | 519 |
|
|
2016
Q4 | $10K | Buy |
+158
| New | +$10K | 0.01% | 589 |
|