Cerity Partners’s Streamline Health Solutions STRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Hold |
19,333
| – | – | ﹤0.01% | 2477 |
|
|
2025
Q1 | $54.1K | Hold |
19,333
| – | – | ﹤0.01% | 2387 |
|
|
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% | -$4.61K | ﹤0.01% | 2080 |
|
|
2024
Q1 | $144K | Hold |
20,000
| – | – | ﹤0.01% | 2164 |
|
|
2023
Q4 | $128K | Buy |
+20,000
| New | +$128K | ﹤0.01% | 1761 |
|
|
2023
Q3 | – | Sell |
-1,066
| Closed | -$20.3K | – | 1683 |
|
|
2023
Q2 | $20.3K | Buy |
+1,066
| New | +$20.3K | ﹤0.01% | 1599 |
|