CW
Connectus Wealth’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,931
| Closed | -$5.77M | – | 413 |
|
|
2023
Q4 | $5.77M | Sell |
9,931
-332
| -3% | -$193K | 0.12% | 156 |
|
|
2023
Q3 | $5.06M | Hold |
10,263
| – | – | 0.11% | 161 |
|
|
2023
Q2 | $5.46M | Buy |
10,263
+1
| +0% | +$532 | 0.13% | 132 |
|
|
2023
Q1 | $4.4M | Buy |
10,262
+197
| +2% | +$84.5K | 0.11% | 145 |
|
|
2022
Q4 | $2.91M | Sell |
10,065
-8
| -0.1% | -$2.31K | 0.07% | 175 |
|
|
2022
Q3 | $2.72M | Hold |
10,073
| – | – | 0.06% | 231 |
|
|
2022
Q2 | $3.03M | Buy |
10,073
+8,328
| +477% | +$2.5M | 0.07% | 176 |
|
|
2022
Q1 | $1.15M | Sell |
1,745
-48
| -3% | -$31.6K | 0.04% | 227 |
|
|
2021
Q4 | $1.18M | Buy |
+1,793
| New | +$1.18M | 0.05% | 204 |
|