B. Riley Wealth Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-622
| Closed | -$329K | – | 1203 |
|
|
2024
Q3 | $329K | Sell |
622
-43
| -6% | -$22.7K | 0.01% | 908 |
|
|
2024
Q2 | $392K | Sell |
665
-427
| -39% | -$252K | 0.01% | 916 |
|
|
2024
Q1 | $538K | Buy |
1,092
+294
| +37% | +$145K | 0.01% | 757 |
|
|
2023
Q4 | $463K | Sell |
798
-294
| -27% | -$171K | 0.01% | 851 |
|
|
2023
Q3 | $538K | Sell |
1,092
-838
| -43% | -$413K | 0.01% | 757 |
|
|
2023
Q2 | $1.03M | Buy |
1,930
+85
| +5% | +$45.2K | 0.02% | 556 |
|
|
2023
Q1 | $791K | Buy |
1,845
+702
| +61% | +$301K | 0.02% | 622 |
|
|
2022
Q4 | $330K | Buy |
1,143
+214
| +23% | +$61.9K | 0.01% | 995 |
|
|
2022
Q3 | $251K | Buy |
+929
| New | +$251K | 0.01% | 1112 |
|