McKinley Carter Wealth Services’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
Q1 | – | Sell |
-4,000
| Closed | -$25.5K | – | 309 |
|
|
2023
Q4 | $25.5K | Hold |
4,000
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $58.1K | Hold |
4,000
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $76.2K | Hold |
4,000
| – | – | 0.01% | 295 |
|
|
2023
Q1 | $108K | Hold |
4,000
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $94.8K | Hold |
4,000
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $71K | Hold |
4,000
| – | – | 0.01% | 280 |
|
|
2022
Q2 | $76K | Hold |
4,000
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $96K | Hold |
4,000
| – | – | 0.01% | 289 |
|
|
2021
Q4 | $89K | Hold |
4,000
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $105K | Hold |
4,000
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $106K | Sell |
4,000
-2,000
| -33% | -$53K | 0.01% | 283 |
|
|
2021
Q1 | $185K | Hold |
6,000
| – | – | 0.02% | 280 |
|
|
2020
Q4 | $140K | Buy |
+6,000
| New | +$140K | 0.02% | 260 |
|