Berman Capital Advisors’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $29K | Buy |
1,023
+166
| +19% | +$4.71K | ﹤0.01% | 867 |
|
|
2021
Q2 | $23K | Buy |
857
+363
| +73% | +$9.74K | ﹤0.01% | 855 |
|
|
2021
Q1 | $11K | Buy |
+494
| New | +$11K | ﹤0.01% | 1000 |
|
|
2020
Q4 | – | Sell |
-46
| Closed | – | – | 1747 |
|
|
2020
Q3 | $0 | Sell |
46
-8
| -15% | – | ﹤0.01% | 1677 |
|
|
2020
Q2 | $1K | Buy |
54
+12
| +29% | +$222 | ﹤0.01% | 1430 |
|
|
2020
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1305 |
|
|
2019
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1317 |
|