Aperio Group’s HealthStream HSTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$253K Sell
11,620
-10,748
-48% -$234K ﹤0.01% 2247
2020
Q3
$448K Buy
22,368
+3,266
+17% +$65.4K ﹤0.01% 1868
2020
Q2
$423K Buy
19,102
+103
+0.5% +$2.28K ﹤0.01% 1850
2020
Q1
$455K Buy
18,999
+10,686
+129% +$256K ﹤0.01% 1702
2019
Q4
$226K Buy
+8,313
New +$226K ﹤0.01% 2164
2019
Q3
Sell
-5,434
Closed -$141K 2515
2019
Q2
$141K Buy
+5,434
New +$141K ﹤0.01% 2293