Avior Wealth Management’s HealthStream HSTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-408
| Closed | -$13K | – | 1462 |
|
|
2024
Q4 | $13K | Buy |
408
+44
| +12% | +$1.4K | ﹤0.01% | 1539 |
|
|
2024
Q3 | $10.5K | Hold |
364
| – | – | ﹤0.01% | 1542 |
|
|
2024
Q2 | $10.2K | Sell |
364
-5
| -1% | -$139 | ﹤0.01% | 1513 |
|
|
2024
Q1 | $9.84K | Buy |
369
+290
| +367% | +$7.73K | ﹤0.01% | 1880 |
|
|
2023
Q4 | $2.14K | Sell |
79
-41
| -34% | -$1.11K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $2.59K | Hold |
120
| – | – | ﹤0.01% | 1351 |
|
|
2023
Q2 | $2.95K | Buy |
120
+5
| +4% | +$123 | ﹤0.01% | 1305 |
|
|
2023
Q1 | $3.12K | Buy |
+115
| New | +$3.12K | ﹤0.01% | 1331 |
|