DWA
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Delap Wealth Advisory’s HubSpot HUBS Stock Holding History

Delap Wealth Advisory’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-404
Closed -$253K – 201
2024
Q1 		$253K Buy
+404
New +$253K 0.1% 193