HighMark Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-147
| Closed | -$3K | – | 564 |
|
2022
Q3 | $3K | Hold |
147
| – | – | ﹤0.01% | 403 |
|
2022
Q2 | $3K | Hold |
147
| – | – | ﹤0.01% | 411 |
|
2022
Q1 | $4K | Hold |
147
| – | – | ﹤0.01% | 395 |
|
2021
Q4 | $3K | Hold |
147
| – | – | ﹤0.01% | 416 |
|
2021
Q3 | $4K | Hold |
147
| – | – | ﹤0.01% | 395 |
|
2021
Q2 | $4K | Hold |
147
| – | – | ﹤0.01% | 400 |
|
2021
Q1 | $5K | Hold |
147
| – | – | ﹤0.01% | 344 |
|
2020
Q4 | $3K | Hold |
147
| – | – | ﹤0.01% | 393 |
|
2020
Q3 | $3K | Sell |
147
-666
| -82% | -$13.6K | ﹤0.01% | 378 |
|
2020
Q2 | $16K | Hold |
813
| – | – | 0.02% | 156 |
|
2020
Q1 | $10K | Hold |
813
| – | – | 0.01% | 151 |
|
2019
Q4 | $16K | Buy |
+813
| New | +$16K | 0.02% | 154 |
|