Creative Planning’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 | – | Sell |
-1,667
| Closed | -$24.2K | – | 2985 |
|
|
2023
Q3 | $24.2K | Buy |
+1,667
| New | +$24.2K | ﹤0.01% | 2552 |
|
|
2022
Q4 | – | Sell |
-22,597
| Closed | -$403K | – | 2474 |
|
|
2022
Q3 | $403K | Hold |
22,597
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q2 | $430K | Hold |
22,597
| – | – | ﹤0.01% | 1392 |
|
|
2022
Q1 | $542K | Hold |
22,597
| – | – | ﹤0.01% | 1279 |
|
|
2021
Q4 | $498K | Buy |
+22,597
| New | +$498K | ﹤0.01% | 1305 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | – | – | 4364 |
|
|
2015
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 4414 |
|
|
2015
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4229 |
|
|
2015
Q2 | – | Sell |
-13
| Closed | -$1K | – | 2653 |
|
|
2015
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 3935 |
|
|
2014
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 3879 |
|
|
2014
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 3738 |
|
|
2014
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 3545 |
|
|
2014
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 3416 |
|
|
2013
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 3231 |
|