Dynamic Advisor Solutions’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,081
Closed -$1.11M 723
2024
Q3
$1.11M Sell
2,081
-15
-0.7% -$7.97K 0.03% 422
2024
Q2
$1.24M Sell
2,096
-151
-7% -$89K 0.04% 403
2024
Q1
$1.41M Buy
2,247
+42
+2% +$26.3K 0.05% 364
2023
Q4
$1.19M Buy
2,205
+30
+1% +$16.1K 0.04% 379
2023
Q3
$1.07M Buy
+2,175
New +$1.07M 0.05% 337