BerganKDV Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$429 | – | 967 |
|
|
2023
Q1 | $429 | Sell |
1
-19
| -95% | -$8.15K | ﹤0.01% | 985 |
|
|
2022
Q4 | $5.78K | Hold |
20
| – | – | ﹤0.01% | 651 |
|
|
2022
Q3 | $5K | Buy |
20
+1
| +5% | +$250 | ﹤0.01% | 679 |
|
|
2022
Q2 | $6K | Hold |
19
| – | – | ﹤0.01% | 670 |
|
|
2022
Q1 | $9K | Hold |
19
| – | – | ﹤0.01% | 628 |
|
|
2021
Q4 | $13K | Buy |
+19
| New | +$13K | ﹤0.01% | 616 |
|