Berman Capital Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $135K | Buy |
201
+53
| +36% | +$35.6K | 0.02% | 360 |
|
|
2021
Q2 | $86K | Buy |
148
+88
| +147% | +$51.1K | 0.01% | 422 |
|
|
2021
Q1 | $27K | Sell |
60
-6
| -9% | -$2.7K | 0.01% | 690 |
|
|
2020
Q4 | $26K | Buy |
66
+3
| +5% | +$1.18K | 0.01% | 601 |
|
|
2020
Q3 | $18K | Hold |
63
| – | – | 0.01% | 622 |
|
|
2020
Q2 | $14K | Buy |
63
+4
| +7% | +$889 | ﹤0.01% | 651 |
|
|
2020
Q1 | $7K | Sell |
59
-7
| -11% | -$831 | ﹤0.01% | 771 |
|
|
2019
Q4 | $10K | Sell |
66
-14
| -18% | -$2.12K | ﹤0.01% | 742 |
|
|
2019
Q3 | $12K | Sell |
80
-7
| -8% | -$1.05K | ﹤0.01% | 661 |
|
|
2019
Q2 | $14K | Hold |
87
| – | – | ﹤0.01% | 620 |
|
|
2019
Q1 | $14K | Buy |
87
+28
| +47% | +$4.51K | ﹤0.01% | 552 |
|
|
2018
Q4 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 596 |
|