Lido Advisors’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,837
| Closed | -$343K | – | 873 |
|
|
2022
Q2 | $343K | Buy |
+15,837
| New | +$343K | ﹤0.01% | 587 |
|
|
2022
Q1 | – | Sell |
-12,587
| Closed | -$331K | – | 920 |
|
|
2021
Q4 | $331K | Buy |
12,587
+5,140
| +69% | +$135K | ﹤0.01% | 675 |
|
|
2021
Q3 | $212K | Buy |
+7,447
| New | +$212K | ﹤0.01% | 793 |
|