Cetera Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $620K | Buy |
989
+625
| +172% | +$392K | ﹤0.01% | 1462 |
|
|
2023
Q4 | $211K | Buy |
+364
| New | +$211K | ﹤0.01% | 1610 |
|
|
2023
Q3 | – | Sell |
-431
| Closed | -$229K | – | 1735 |
|
|
2023
Q2 | $229K | Sell |
431
-38
| -8% | -$20.2K | ﹤0.01% | 1441 |
|
|
2023
Q1 | $201K | Buy |
+469
| New | +$201K | ﹤0.01% | 1490 |
|
|
2018
Q4 | – | Sell |
-1,330
| Closed | -$201K | – | 896 |
|
|
2018
Q3 | $201K | Buy |
+1,330
| New | +$201K | 0.01% | 887 |
|