Private Wealth Partners’s Streamline Health Solutions STRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,008
| Closed | -$16K | – | 127 |
|
|
2017
Q2 | $16K | Hold |
1,008
| – | – | ﹤0.01% | 111 |
|
|
2017
Q1 | $15K | Hold |
1,008
| – | – | ﹤0.01% | 109 |
|
|
2016
Q4 | $19K | Hold |
1,008
| – | – | ﹤0.01% | 111 |
|
|
2016
Q3 | $28K | Hold |
1,008
| – | – | 0.01% | 118 |
|
|
2016
Q2 | $18K | Hold |
1,008
| – | – | ﹤0.01% | 122 |
|
|
2016
Q1 | $21K | Sell |
1,008
-1,008
| -50% | -$21K | 0.01% | 126 |
|
|
2015
Q4 | $43K | Buy |
2,016
+1,008
| +100% | +$21.5K | 0.01% | 126 |
|
|
2015
Q3 | $35K | Hold |
1,008
| – | – | 0.01% | 127 |
|
|
2015
Q2 | $42K | Hold |
1,008
| – | – | 0.01% | 137 |
|
|
2015
Q1 | $54K | Hold |
1,008
| – | – | 0.01% | 137 |
|
|
2014
Q4 | $65K | Hold |
1,008
| – | – | 0.02% | 142 |
|
|
2014
Q3 | $70K | Hold |
1,008
| – | – | 0.02% | 165 |
|
|
2014
Q2 | $73K | Hold |
1,008
| – | – | 0.02% | 152 |
|
|
2014
Q1 | $76K | Buy |
+1,008
| New | +$76K | 0.02% | 153 |
|