IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4459 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4245 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4127 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3943 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3801 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3627 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3555 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3531 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3580 |
|
|
2019
Q1 | – | Sell |
-6,667
| Closed | -$74K | – | 3286 |
|
|
2018
Q4 | $74K | Hold |
6,667
| – | – | ﹤0.01% | 1362 |
|
|
2018
Q3 | $118K | Sell |
6,667
-316
| -5% | -$5.59K | ﹤0.01% | 1369 |
|
|
2018
Q2 | $148K | Hold |
6,983
| – | – | 0.01% | 1241 |
|
|
2018
Q1 | $177K | Hold |
6,983
| – | – | 0.01% | 1044 |
|
|
2017
Q4 | $177K | Hold |
6,983
| – | – | 0.01% | 1043 |
|
|
2017
Q3 | $154K | Hold |
6,983
| – | – | 0.01% | 1298 |
|
|
2017
Q2 | $112K | Hold |
6,983
| – | – | ﹤0.01% | 1464 |
|
|
2017
Q1 | $107K | Hold |
6,983
| – | – | ﹤0.01% | 1450 |
|
|
2016
Q4 | $131K | Hold |
6,983
| – | – | 0.01% | 1281 |
|
|
2016
Q3 | $193K | Hold |
6,983
| – | – | 0.01% | 1021 |
|
|
2016
Q2 | $126K | Buy |
+6,983
| New | +$126K | 0.01% | 1208 |
|
|
2016
Q1 | – | Sell |
-6,983
| Closed | -$148K | – | 3328 |
|
|
2015
Q4 | $148K | Buy |
+6,983
| New | +$148K | 0.01% | 982 |
|