AWM
Activest Wealth Management’s HubSpot HUBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.34K | Buy |
+6
| New | +$3.34K | ﹤0.01% | 614 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 1232 |
|
2024
Q4 | – | Sell |
-3
| Closed | -$1.7K | – | 1041 |
|
2024
Q3 | $1.7K | Buy |
+3
| New | +$1.7K | ﹤0.01% | 440 |
|
2022
Q3 | – | Sell |
-21
| Closed | -$6K | – | 513 |
|
2022
Q2 | $6K | Hold |
21
| – | – | ﹤0.01% | 243 |
|
2022
Q1 | $10K | Buy |
21
+11
| +110% | +$5.24K | 0.01% | 204 |
|
2021
Q4 | $7K | Sell |
10
-30
| -75% | -$21K | ﹤0.01% | 233 |
|
2021
Q3 | $27K | Buy |
40
+30
| +300% | +$20.3K | 0.02% | 150 |
|
2021
Q2 | $6K | Sell |
10
-30
| -75% | -$18K | ﹤0.01% | 244 |
|
2021
Q1 | $18K | Buy |
+40
| New | +$18K | 0.01% | 150 |
|