HighTower Advisors’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 |
-8,333
| Closed | -$58K | – | 3578 |
|
2024
Q2 | $58K | Hold |
8,333
| – | – | ﹤0.01% | 3240 |
|
2024
Q1 | $60K | Hold |
8,333
| – | – | ﹤0.01% | 3185 |
|
2023
Q4 | $53K | Hold |
8,333
| – | – | ﹤0.01% | 3233 |
|
2023
Q3 | $121K | Buy |
8,333
+1,333
| +19% | +$19.4K | ﹤0.01% | 3038 |
|
2023
Q2 | $133K | Hold |
7,000
| – | – | ﹤0.01% | 2983 |
|
2023
Q1 | $189K | Hold |
7,000
| – | – | ﹤0.01% | 2761 |
|
2022
Q4 | $166K | Buy |
7,000
+663
| +10% | +$15.7K | ﹤0.01% | 2795 |
|
2022
Q3 | $113K | Hold |
6,337
| – | – | ﹤0.01% | 2718 |
|
2022
Q2 | $121K | Hold |
6,337
| – | – | ﹤0.01% | 2726 |
|
2022
Q1 | $152K | Buy |
6,337
+2,004
| +46% | +$48.1K | ﹤0.01% | 2871 |
|
2021
Q4 | $96K | Hold |
4,333
| – | – | ﹤0.01% | 2895 |
|
2021
Q3 | $114K | Hold |
4,333
| – | – | ﹤0.01% | 2812 |
|
2021
Q2 | $115K | Buy |
4,333
+666
| +18% | +$17.7K | ﹤0.01% | 2762 |
|
2021
Q1 | $113K | Hold |
3,667
| – | – | ﹤0.01% | 2714 |
|
2020
Q4 | $86K | Hold |
3,667
| – | – | ﹤0.01% | 2309 |
|
2020
Q3 | $86K | Hold |
3,667
| – | – | ﹤0.01% | 2215 |
|
2020
Q2 | $73K | Sell |
3,667
-66
| -2% | -$1.31K | ﹤0.01% | 2128 |
|
2020
Q1 | $48K | Buy |
3,733
+1,066
| +40% | +$13.7K | ﹤0.01% | 1983 |
|
2019
Q4 | $56K | Buy |
+2,667
| New | +$56K | ﹤0.01% | 2086 |
|