BAM
Bellevue Asset Management’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10
| Closed | -$4K | – | 653 |
|
|
2020
Q4 | $4K | Sell |
10
-6
| -38% | -$2.4K | ﹤0.01% | 465 |
|
|
2020
Q3 | $5K | Sell |
16
-10
| -38% | -$3.13K | ﹤0.01% | 386 |
|
|
2020
Q2 | $6K | Hold |
26
| – | – | 0.01% | 371 |
|
|
2020
Q1 | $4K | Buy |
26
+12
| +86% | +$1.85K | ﹤0.01% | 415 |
|
|
2019
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 437 |
|