Bartlett & Co’s Streamline Health Solutions STRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$4K	Hold	667	–	–	﹤0.01%	1104
2023 Q3	$10K	Hold	667	–	–	﹤0.01%	930
2023 Q2	$13K	Hold	667	–	–	﹤0.01%	895
2023 Q1	$18K	Hold	667	–	–	﹤0.01%	731
2022 Q4	$16K	Hold	667	–	–	﹤0.01%	763
2022 Q3	$12K	Hold	667	–	–	﹤0.01%	799
2022 Q2	$13K	Hold	667	–	–	﹤0.01%	822
2022 Q1	$16K	Buy	+667	New	+$16K	﹤0.01%	761
2021 Q4	–	Sell	-667	Closed	-$17K	–	827
2021 Q3	$17K	Hold	667	–	–	﹤0.01%	654
2021 Q2	$18K	Hold	667	–	–	﹤0.01%	637
2021 Q1	$20K	Hold	667	–	–	﹤0.01%	668
2020 Q4	$16K	Hold	667	–	–	﹤0.01%	690
2020 Q3	$16K	Sell	667 -13	-2%	-$312	﹤0.01%	638
2020 Q2	$14K	Hold	680	–	–	﹤0.01%	650
2020 Q1	$9K	Buy	+680	New	+$9K	﹤0.01%	673
2019 Q3	$11K	Hold	680	–	–	﹤0.01%	730
2019 Q2	$15K	Hold	680	–	–	﹤0.01%	556
2019 Q1	$11K	Hold	680	–	–	﹤0.01%	572
2018 Q4	$8K	Hold	680	–	–	﹤0.01%	600
2018 Q3	$12K	Hold	680	–	–	﹤0.01%	590
2018 Q2	$15K	Buy	680 +667	+5,131%	+$14.7K	﹤0.01%	560
2018 Q1	$0	Hold	13	–	–	﹤0.01%	759
2017 Q4	$0	Hold	13	–	–	﹤0.01%	705
2017 Q3	$0	Hold	13	–	–	﹤0.01%	688
2017 Q2	$0	Hold	13	–	–	﹤0.01%	702
2017 Q1	$0	Hold	13	–	–	﹤0.01%	715
2016 Q4	$0	Hold	13	–	–	﹤0.01%	715
2016 Q3	$0	Hold	13	–	–	﹤0.01%	728
2016 Q2	$0	Buy	+13	New	–	﹤0.01%	742