Cerity Partners’s Streamline Health Solutions STRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-19,333
| Closed | -$100K | – | 2863 |
|
|
2025
Q2 | $100K | Hold |
19,333
| – | – | ﹤0.01% | 2478 |
|
|
2025
Q1 | $54.1K | Hold |
19,333
| – | – | ﹤0.01% | 2394 |
|
|
2024
Q4 | $72.7K | Hold |
19,333
| – | – | ﹤0.01% | 2361 |
|
|
2024
Q3 | $66.7K | Hold |
19,333
| – | – | ﹤0.01% | 2466 |
|
|
2024
Q2 | $134K | Sell |
19,333
-667
| -3% | -$3.96K | ﹤0.01% | 2082 |
|
|
2024
Q1 | $144K | Hold |
20,000
| – | – | ﹤0.01% | 2164 |
|
|
2023
Q4 | $128K | Buy |
+20,000
| New | +$127K | ﹤0.01% | 1766 |
|
|
2023
Q3 | – | Sell |
-1,066
| Closed | -$20.3K | – | 1687 |
|
|
2023
Q2 | $20.3K | Buy |
+1,066
| New | +$25.7K | ﹤0.01% | 1600 |
|
