AWS
AJ Wealth Strategies’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $602K | Buy |
1,131
+11
| +1% | +$5.85K | 0.03% | 169 |
|
|
2023
Q1 | $480K | Hold |
1,120
| – | – | 0.03% | 181 |
|
|
2022
Q4 | $324K | Hold |
1,120
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $303K | Hold |
1,120
| – | – | 0.02% | 236 |
|
|
2022
Q2 | $337K | Hold |
1,120
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $532K | Hold |
1,120
| – | – | 0.03% | 194 |
|
|
2021
Q4 | $738K | Sell |
1,120
-225
| -17% | -$148K | 0.04% | 159 |
|
|
2021
Q3 | $909K | Sell |
1,345
-350
| -21% | -$237K | 0.05% | 135 |
|
|
2021
Q2 | $988K | Sell |
1,695
-527
| -24% | -$307K | 0.06% | 127 |
|
|
2021
Q1 | $1.01M | Sell |
2,222
-423
| -16% | -$192K | 0.07% | 117 |
|
|
2020
Q4 | $1.05M | Hold |
2,645
| – | – | 0.09% | 103 |
|
|
2020
Q3 | $773K | Buy |
+2,645
| New | +$773K | 0.08% | 105 |
|