CCIA
Cherry Creek Investment Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-646
| Closed | -$381K | – | 112 |
|
|
2024
Q2 | $381K | Hold |
646
| – | – | 0.2% | 75 |
|
|
2024
Q1 | $405K | Sell |
646
-10
| -2% | -$6.27K | 0.22% | 66 |
|
|
2023
Q4 | $381K | Hold |
656
| – | – | 0.23% | 65 |
|
|
2023
Q3 | $323K | Sell |
656
-10
| -2% | -$4.93K | 0.22% | 65 |
|
|
2023
Q2 | $354K | Hold |
666
| – | – | 0.24% | 63 |
|
|
2023
Q1 | $286K | Buy |
+666
| New | +$286K | 0.21% | 70 |
|
|
2022
Q2 | – | Sell |
-646
| Closed | -$307K | – | 94 |
|
|
2022
Q1 | $307K | Hold |
646
| – | – | 0.2% | 79 |
|
|
2021
Q4 | $426K | Hold |
646
| – | – | 0.26% | 60 |
|
|
2021
Q3 | $437K | Sell |
646
-100
| -13% | -$67.6K | 0.29% | 67 |
|
|
2021
Q2 | $435K | Buy |
+746
| New | +$435K | 0.29% | 66 |
|