Financial Gravity Asset Management’s HealthStream HSTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1
Closed -$27 1945
2024
Q1
$27 Sell
1
-34
-97% -$918 ﹤0.01% 1878
2023
Q4
$3.06M Buy
35
+8
+30% +$699K 0.03% 166
2023
Q3
$3.06M Buy
27
+1
+4% +$113K 0.03% 159
2023
Q2
$744 Sell
26
-2
-7% -$57 ﹤0.01% 893
2023
Q1
$2.48K Buy
28
+3
+12% +$265 0.08% 264
2022
Q4
$848 Sell
25
-38
-60% -$1.29K ﹤0.01% 699
2022
Q3
$155 Sell
63
-4
-6% -$10 0.01% 592
2022
Q2
$158 Buy
67
+7
+12% +$17 ﹤0.01% 557
2022
Q1
$145 Sell
60
-18
-23% -$44 ﹤0.01% 603
2021
Q4
$192 Buy
78
+71
+1,014% +$175 ﹤0.01% 631
2021
Q3
$29K Hold
7
0.01% 712
2021
Q2
$28K Hold
7
0.01% 730
2021
Q1
$163 Sell
7
-1
-13% -$23 ﹤0.01% 477
2020
Q4
$0 Buy
+8
New ﹤0.01% 629
2020
Q2
Sell
-9
Closed -$215 397
2020
Q1
$215 Sell
9
-711
-99% -$17K ﹤0.01% 709
2019
Q4
$27K Buy
+720
New +$27K 0.02% 904
2018
Q3
Sell
-14
Closed 1496
2018
Q2
$0 Sell
14
-1,326
-99% ﹤0.01% 1505
2018
Q1
$34K Buy
+1,340
New +$34K 0.03% 435