Summit Trail Advisors’s HealthStream HSTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,912
Closed -$52K 357
2018
Q2
$52K Buy
+1,912
New +$52K 0.02% 298
2018
Q1
Sell
-2,210
Closed -$54K 984
2017
Q4
$54K Buy
+2,210
New +$54K 0.01% 798