AE Wealth Management’s Hubbell HUBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,665
| Closed | -$877K | – | 1523 |
|
|
2023
Q4 | $877K | Buy |
2,665
+204
| +8% | +$67.1K | ﹤0.01% | 1204 |
|
|
2023
Q3 | $771K | Sell |
2,461
-2,582
| -51% | -$809K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $1.67M | Buy |
5,043
+2,733
| +118% | +$906K | 0.01% | 891 |
|
|
2023
Q1 | $562K | Sell |
2,310
-2,293
| -50% | -$558K | ﹤0.01% | 1293 |
|
|
2022
Q4 | $1.08M | Sell |
4,603
-1,100
| -19% | -$258K | 0.01% | 952 |
|
|
2022
Q3 | $1.27M | Sell |
5,703
-804
| -12% | -$179K | 0.01% | 853 |
|
|
2022
Q2 | $1.16M | Buy |
6,507
+3,079
| +90% | +$550K | 0.01% | 837 |
|
|
2022
Q1 | $630K | Buy |
3,428
+79
| +2% | +$14.5K | ﹤0.01% | 1111 |
|
|
2021
Q4 | $698K | Buy |
3,349
+38
| +1% | +$7.92K | ﹤0.01% | 1110 |
|
|
2021
Q3 | $598K | Hold |
3,311
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q2 | $619K | Sell |
3,311
-15
| -0.5% | -$2.8K | 0.01% | 1056 |
|
|
2021
Q1 | $622K | Buy |
3,326
+55
| +2% | +$10.3K | 0.01% | 927 |
|
|
2020
Q4 | $513K | Sell |
3,271
-1,056
| -24% | -$166K | 0.01% | 947 |
|
|
2020
Q3 | $592K | Buy |
4,327
+558
| +15% | +$76.3K | 0.01% | 825 |
|
|
2020
Q2 | $472K | Sell |
3,769
-2,121
| -36% | -$266K | 0.01% | 899 |
|
|
2020
Q1 | $676K | Buy |
5,890
+2,564
| +77% | +$294K | 0.02% | 588 |
|
|
2019
Q4 | $492K | Sell |
3,326
-3
| -0.1% | -$444 | 0.01% | 738 |
|
|
2019
Q3 | $437K | Sell |
3,329
-6
| -0.2% | -$788 | 0.01% | 660 |
|
|
2019
Q2 | $435K | Buy |
3,335
+1,144
| +52% | +$149K | 0.01% | 623 |
|
|
2019
Q1 | $258K | Buy |
2,191
+70
| +3% | +$8.24K | 0.02% | 510 |
|
|
2018
Q4 | $211K | Sell |
2,121
-1,108
| -34% | -$110K | 0.04% | 432 |
|
|
2018
Q3 | $431K | Buy |
+3,229
| New | +$431K | 0.02% | 357 |
|