TWA
TCI Wealth Advisors’s HealthStream HSTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-180
| Closed | -$4.88K | – | 1102 |
|
|
2023
Q1 | $4.88K | Buy |
+180
| New | +$4.88K | ﹤0.01% | 1547 |
|
|
2022
Q1 | – | Sell |
-283
| Closed | -$7K | – | 2315 |
|
|
2021
Q4 | $7K | Hold |
283
| – | – | ﹤0.01% | 1418 |
|
|
2021
Q3 | $8K | Hold |
283
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q2 | $8K | Sell |
283
-61
| -18% | -$1.72K | ﹤0.01% | 1091 |
|
|
2021
Q1 | $8K | Buy |
+344
| New | +$8K | ﹤0.01% | 962 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | – | – | 1562 |
|
|
2020
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1529 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1346 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1208 |
|
|
2019
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1212 |
|
|
2018
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1221 |
|
|
2018
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1301 |
|
|
2018
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1202 |
|
|
2017
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1124 |
|
|
2017
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1102 |
|
|
2016
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1170 |
|
|
2016
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1131 |
|
|
2016
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1072 |
|
|
2016
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1365 |
|