Bartlett & Co’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $47K | Hold |
80
| – | – | ﹤0.01% | 716 |
|
2023
Q3 | $39K | Hold |
80
| – | – | ﹤0.01% | 705 |
|
2023
Q2 | $43K | Hold |
80
| – | – | ﹤0.01% | 696 |
|
2023
Q1 | $34K | Hold |
80
| – | – | ﹤0.01% | 625 |
|
2022
Q4 | $23K | Hold |
80
| – | – | ﹤0.01% | 700 |
|
2022
Q3 | $22K | Hold |
80
| – | – | ﹤0.01% | 685 |
|
2022
Q2 | $24K | Hold |
80
| – | – | ﹤0.01% | 699 |
|
2022
Q1 | $38K | Buy |
+80
| New | +$38K | ﹤0.01% | 631 |
|
2021
Q4 | – | Sell |
-90
| Closed | -$61K | – | 610 |
|
2021
Q3 | $61K | Sell |
90
-2
| -2% | -$1.36K | ﹤0.01% | 478 |
|
2021
Q2 | $54K | Sell |
92
-10
| -10% | -$5.87K | ﹤0.01% | 494 |
|
2021
Q1 | $46K | Hold |
102
| – | – | ﹤0.01% | 552 |
|
2020
Q4 | $40K | Buy |
+102
| New | +$40K | ﹤0.01% | 566 |
|