Benjamin F. Edwards & Company’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $2K | Sell |
3
-505
| -99% | -$337K | ﹤0.01% | 2038 |
|
2024
Q1 | $318K | Buy |
508
+320
| +170% | +$200K | 0.01% | 768 |
|
2023
Q4 | $109K | Buy |
+188
| New | +$109K | ﹤0.01% | 1049 |
|
2023
Q3 | – | Sell |
-10
| Closed | -$5K | – | 1774 |
|
2023
Q2 | $5K | Buy |
10
+5
| +100% | +$2.5K | ﹤0.01% | 1545 |
|
2023
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1674 |
|
2022
Q4 | $1K | Sell |
5
-50
| -91% | -$10K | ﹤0.01% | 1787 |
|
2022
Q3 | $15K | Hold |
55
| – | – | ﹤0.01% | 1312 |
|
2022
Q2 | $17K | Sell |
55
-50
| -48% | -$15.5K | ﹤0.01% | 1271 |
|
2022
Q1 | $50K | Hold |
105
| – | – | ﹤0.01% | 1033 |
|
2021
Q4 | $69K | Buy |
105
+5
| +5% | +$3.29K | ﹤0.01% | 962 |
|
2021
Q3 | $68K | Hold |
100
| – | – | ﹤0.01% | 951 |
|
2021
Q2 | $58K | Hold |
100
| – | – | ﹤0.01% | 984 |
|
2021
Q1 | $45K | Sell |
100
-3
| -3% | -$1.35K | ﹤0.01% | 1037 |
|
2020
Q4 | $41K | Buy |
103
+3
| +3% | +$1.19K | ﹤0.01% | 1013 |
|
2020
Q3 | $29K | Sell |
100
-50
| -33% | -$14.5K | ﹤0.01% | 1025 |
|
2020
Q2 | $34K | Hold |
150
| – | – | ﹤0.01% | 961 |
|
2020
Q1 | $20K | Hold |
150
| – | – | ﹤0.01% | 1077 |
|
2019
Q4 | $24K | Hold |
150
| – | – | ﹤0.01% | 1175 |
|
2019
Q3 | $23K | Hold |
150
| – | – | ﹤0.01% | 1148 |
|
2019
Q2 | $26K | Hold |
150
| – | – | ﹤0.01% | 1116 |
|
2019
Q1 | $25K | Hold |
150
| – | – | ﹤0.01% | 1072 |
|
2018
Q4 | $19K | Hold |
150
| – | – | ﹤0.01% | 1099 |
|
2018
Q3 | $23K | Hold |
150
| – | – | ﹤0.01% | 1069 |
|
2018
Q2 | $19K | Hold |
150
| – | – | ﹤0.01% | 1105 |
|
2018
Q1 | $16K | Buy |
150
+50
| +50% | +$5.33K | ﹤0.01% | 1136 |
|
2017
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1210 |
|