Herald Investment Management’s Streamline Health Solutions STRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-55,698
| Closed | -$393K | – | 97 |
|
|
2024
Q2 | $393K | Sell |
55,698
-6,666
| -11% | -$47K | 0.06% | 95 |
|
|
2024
Q1 | $449K | Sell |
62,364
-2,888
| -4% | -$20.8K | 0.07% | 97 |
|
|
2023
Q4 | $411K | Hold |
65,252
| – | – | 0.08% | 93 |
|
|
2023
Q3 | $910K | Hold |
65,252
| – | – | 0.19% | 87 |
|
|
2023
Q2 | $1.22M | Hold |
65,252
| – | – | 0.24% | 81 |
|
|
2023
Q1 | $1.73M | Hold |
65,252
| – | – | 0.38% | 70 |
|
|
2022
Q4 | $1.54M | Buy |
65,252
+25,252
| +63% | +$594K | 0.38% | 69 |
|
|
2022
Q3 | $696K | Hold |
40,000
| – | – | 0.17% | 92 |
|
|
2022
Q2 | $756K | Hold |
40,000
| – | – | 0.18% | 95 |
|
|
2022
Q1 | $960K | Hold |
40,000
| – | – | 0.17% | 95 |
|
|
2021
Q4 | $882K | Hold |
40,000
| – | – | 0.14% | 94 |
|
|
2021
Q3 | $1.04M | Buy |
40,000
+8,333
| +26% | +$217K | 0.17% | 93 |
|
|
2021
Q2 | $831K | Hold |
31,667
| – | – | 0.14% | 94 |
|
|
2021
Q1 | $978K | Buy |
+31,667
| New | +$978K | 0.17% | 91 |
|