Dana Investment Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-477
| Closed | -$281K | – | 543 |
|
2024
Q2 | $281K | Sell |
477
-896
| -65% | -$528K | 0.01% | 489 |
|
2024
Q1 | $860K | Buy |
1,373
+318
| +30% | +$199K | 0.03% | 387 |
|
2023
Q4 | $612K | Sell |
1,055
-6
| -0.6% | -$3.48K | 0.03% | 304 |
|
2023
Q3 | $523K | Buy |
1,061
+9
| +0.9% | +$4.43K | 0.03% | 302 |
|
2023
Q2 | $560K | Sell |
1,052
-924
| -47% | -$492K | 0.03% | 301 |
|
2023
Q1 | $847K | Sell |
1,976
-405
| -17% | -$174K | 0.04% | 256 |
|
2022
Q4 | $688K | Sell |
2,381
-26
| -1% | -$7.52K | 0.04% | 282 |
|
2022
Q3 | $650K | Sell |
2,407
-2,564
| -52% | -$692K | 0.04% | 273 |
|
2022
Q2 | $1.5M | Sell |
4,971
-1,088
| -18% | -$327K | 0.08% | 168 |
|
2022
Q1 | $2.88M | Buy |
+6,059
| New | +$2.88M | 0.13% | 107 |
|
2020
Q3 | – | Sell |
-7,305
| Closed | -$1.64M | – | 289 |
|
2020
Q2 | $1.64M | Sell |
7,305
-3,717
| -34% | -$834K | 0.09% | 136 |
|
2020
Q1 | $1.47M | Buy |
+11,022
| New | +$1.47M | 0.09% | 125 |
|