Essex Investment Management’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-76,291
| Closed | -$1.53M | – | 490 |
|
|
2020
Q3 | $1.53M | Buy |
76,291
+25,878
| +51% | +$519K | 0.22% | 149 |
|
|
2020
Q2 | $1.12M | Sell |
50,413
-1,629
| -3% | -$36.1K | 0.18% | 176 |
|
|
2020
Q1 | $1.25M | Buy |
+52,042
| New | +$1.25M | 0.25% | 131 |
|
|
2015
Q1 | – | Sell |
-53,378
| Closed | -$1.57M | – | 336 |
|
|
2014
Q4 | $1.57M | Sell |
53,378
-2,112
| -4% | -$62.3K | 0.23% | 104 |
|
|
2014
Q3 | $1.33M | Sell |
55,490
-11,479
| -17% | -$276K | 0.2% | 122 |
|
|
2014
Q2 | $1.63M | Sell |
66,969
-38,014
| -36% | -$924K | 0.24% | 126 |
|
|
2014
Q1 | $2.8M | Sell |
104,983
-1,316
| -1% | -$35.1K | 0.41% | 66 |
|
|
2013
Q4 | $3.47M | Buy |
106,299
+43,872
| +70% | +$1.43M | 0.49% | 55 |
|
|
2013
Q3 | $2.37M | Buy |
62,427
+13,110
| +27% | +$497K | 0.36% | 79 |
|
|
2013
Q2 | $1.25M | Buy |
+49,317
| New | +$1.25M | 0.22% | 126 |
|