Sutton Wealth Advisors’s HealthStream HSTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-422
| Closed | -$10.5K | – | 1149 |
|
|
2022
Q4 | $10.5K | Hold |
422
| – | – | ﹤0.01% | 928 |
|
|
2022
Q3 | $8.97K | Hold |
422
| – | – | ﹤0.01% | 926 |
|
|
2022
Q2 | $9.16K | Sell |
422
-53
| -11% | -$1.15K | ﹤0.01% | 926 |
|
|
2022
Q1 | $9.46K | Buy |
475
+52
| +12% | +$1.04K | ﹤0.01% | 947 |
|
|
2021
Q4 | $11.2K | Buy |
423
+7
| +2% | +$185 | ﹤0.01% | 899 |
|
|
2021
Q3 | $11.9K | Hold |
416
| – | – | ﹤0.01% | 849 |
|
|
2021
Q2 | $11.6K | Hold |
416
| – | – | ﹤0.01% | 865 |
|
|
2021
Q1 | $9.29K | Hold |
416
| – | – | ﹤0.01% | 903 |
|
|
2020
Q4 | $9.09K | Hold |
416
| – | – | ﹤0.01% | 838 |
|
|
2020
Q3 | $8.35K | Hold |
416
| – | – | ﹤0.01% | 793 |
|
|
2020
Q2 | $9.21K | Hold |
416
| – | – | ﹤0.01% | 732 |
|
|
2020
Q1 | $9.96K | Hold |
416
| – | – | 0.01% | 653 |
|
|
2019
Q4 | $11.3K | Hold |
416
| – | – | 0.01% | 784 |
|
|
2019
Q3 | $10.8K | Hold |
416
| – | – | 0.01% | 768 |
|
|
2019
Q2 | $10.8K | Hold |
416
| – | – | 0.01% | 751 |
|
|
2019
Q1 | $11.7K | Hold |
416
| – | – | 0.01% | 754 |
|
|
2018
Q4 | $10K | Hold |
416
| – | – | 0.01% | 743 |
|
|
2018
Q3 | $12.9K | Hold |
416
| – | – | 0.01% | 739 |
|
|
2018
Q2 | $11.4K | Hold |
416
| – | – | 0.01% | 804 |
|
|
2018
Q1 | $10.3K | Hold |
416
| – | – | 0.01% | 801 |
|
|
2017
Q4 | $9.64K | Hold |
416
| – | – | 0.01% | 794 |
|
|
2017
Q3 | $9.72K | Hold |
416
| – | – | 0.01% | 771 |
|
|
2017
Q2 | $10.9K | Hold |
416
| – | – | 0.01% | 726 |
|
|
2017
Q1 | $10.1K | Hold |
416
| – | – | 0.01% | 708 |
|
|
2016
Q4 | $10.4K | Hold |
416
| – | – | 0.01% | 684 |
|
|
2016
Q3 | $11.5K | Hold |
416
| – | – | 0.01% | 629 |
|
|
2016
Q2 | $11K | Hold |
416
| – | – | 0.01% | 602 |
|
|
2016
Q1 | $9.19K | Buy |
+416
| New | +$9.19K | 0.01% | 629 |
|