Steward Partners Investment Advisory’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277 | Hold |
10
| – | – | ﹤0.01% | 4011 |
|
|
2025
Q1 | $322 | Hold |
10
| – | – | ﹤0.01% | 3893 |
|
|
2024
Q4 | $318 | Buy |
+10
| New | +$318 | ﹤0.01% | 3885 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 2592 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2653 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2679 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2645 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$2K | – | 1904 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1496 |
|
|
2017
Q2 | $2K | Buy |
100
+50
| +100% | +$1K | ﹤0.01% | 1419 |
|
|
2017
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1408 |
|