Wealthspire Advisors (Maryland)’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-53
| Closed | -$1K | – | 1164 |
|
|
2019
Q1 | $1K | Buy |
53
+16
| +43% | +$302 | ﹤0.01% | 2341 |
|
|
2018
Q4 | $1K | Sell |
37
-38
| -51% | -$1.03K | ﹤0.01% | 2275 |
|
|
2018
Q3 | $2K | Buy |
75
+29
| +63% | +$773 | ﹤0.01% | 2154 |
|
|
2018
Q2 | $1K | Buy |
46
+21
| +84% | +$457 | ﹤0.01% | 2311 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2341 |
|
|
2017
Q4 | $1K | Buy |
25
+21
| +525% | +$840 | ﹤0.01% | 2287 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2346 |
|