EA
Ellsworth Advisors’s HealthStream HSTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,070
| Closed | -$742K | – | 178 |
|
|
2025
Q1 | $742K | Buy |
23,070
+1,453
| +7% | +$46.8K | 0.19% | 111 |
|
|
2024
Q4 | $687K | Buy |
21,617
+1,582
| +8% | +$50.3K | 0.18% | 109 |
|
|
2024
Q3 | $578K | Buy |
20,035
+972
| +5% | +$28K | 0.15% | 128 |
|
|
2024
Q2 | $532K | Buy |
19,063
+1,212
| +7% | +$33.8K | 0.15% | 126 |
|
|
2024
Q1 | $442K | Buy |
+17,851
| New | +$442K | 0.13% | 141 |
|