9258 Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-507
| Closed | -$241K | – | 345 |
|
|
2022
Q1 | $241K | Sell |
507
-17
| -3% | -$8.08K | 0.06% | 318 |
|
|
2021
Q4 | $345K | Buy |
524
+48
| +10% | +$31.6K | 0.08% | 261 |
|
|
2021
Q3 | $322K | Buy |
476
+40
| +9% | +$27.1K | 0.09% | 242 |
|
|
2021
Q2 | $254K | Buy |
+436
| New | +$254K | 0.07% | 291 |
|