Ameritas Advisory Services’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $156K | Buy |
+281
| New | +$156K | 0.01% | 815 |
|
2024
Q3 | – | Sell |
-1,028
| Closed | -$606K | – | 889 |
|
2024
Q2 | $606K | Buy |
1,028
+228
| +29% | +$134K | 0.02% | 530 |
|
2024
Q1 | $473K | Sell |
800
-181
| -18% | -$107K | 0.02% | 567 |
|
2023
Q4 | $604K | Buy |
+981
| New | +$604K | 0.03% | 389 |
|
2023
Q2 | – | Sell |
-27
| Closed | -$11.3K | – | 1448 |
|
2023
Q1 | $11.3K | Buy |
+27
| New | +$11.3K | ﹤0.01% | 1850 |
|