Bartlett & Co Wealth Management’s Streamline Health Solutions STRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-667
| Closed | -$4.47K | – | 1206 |
|
|
2023
Q4 | $4.47K | Hold |
667
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q3 | $9.68K | Hold |
667
| – | – | ﹤0.01% | 931 |
|
|
2023
Q2 | $12.7K | Hold |
667
| – | – | ﹤0.01% | 894 |
|
|
2023
Q1 | $18K | Hold |
667
| – | – | ﹤0.01% | 728 |
|
|
2022
Q4 | $15.8K | Hold |
667
| – | – | ﹤0.01% | 765 |
|
|
2022
Q3 | $11.9K | Hold |
667
| – | – | ﹤0.01% | 796 |
|
|
2022
Q2 | $12.7K | Hold |
667
| – | – | ﹤0.01% | 824 |
|
|
2022
Q1 | $16K | Buy |
+667
| New | +$16K | ﹤0.01% | 758 |
|
|
2021
Q4 | – | Sell |
-667
| Closed | -$17.5K | – | 827 |
|
|
2021
Q3 | $17.5K | Hold |
667
| – | – | ﹤0.01% | 650 |
|
|
2021
Q2 | $17.7K | Hold |
667
| – | – | ﹤0.01% | 638 |
|
|
2021
Q1 | $20.5K | Hold |
667
| – | – | ﹤0.01% | 663 |
|
|
2020
Q4 | $15.6K | Hold |
667
| – | – | ﹤0.01% | 691 |
|
|
2020
Q3 | $15.6K | Sell |
667
-13
| -2% | -$304 | ﹤0.01% | 642 |
|
|
2020
Q2 | $13.6K | Hold |
680
| – | – | ﹤0.01% | 652 |
|
|
2020
Q1 | $8.67K | Hold |
680
| – | – | ﹤0.01% | 674 |
|
|
2019
Q4 | $14.2K | Hold |
680
| – | – | ﹤0.01% | 694 |
|
|
2019
Q3 | $11.2K | Hold |
680
| – | – | ﹤0.01% | 722 |
|
|
2019
Q2 | $15.4K | Hold |
680
| – | – | ﹤0.01% | 556 |
|
|
2019
Q1 | $10.7K | Hold |
680
| – | – | ﹤0.01% | 574 |
|
|
2018
Q4 | $7.83K | Hold |
680
| – | – | ﹤0.01% | 598 |
|
|
2018
Q3 | $12K | Hold |
680
| – | – | ﹤0.01% | 589 |
|
|
2018
Q2 | $15K | Buy |
680
+667
| +5,131% | +$14.7K | ﹤0.01% | 560 |
|
|
2018
Q1 | $368 | Buy |
+13
| New | +$368 | ﹤0.01% | 727 |
|