Dakota 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 Q4	–	Sell	-2,110	Closed	-$1.04M	–	676
2023 Q3	$1.04M	Buy	2,110 +782	+59%	+$385K	0.05%	281
2023 Q2	$707K	Buy	1,328 +407	+44%	+$217K	0.03%	315
2023 Q1	$395K	Buy	+921	New	+$395K	0.03%	408