EWM
Evermay Wealth Management’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25
| Closed | -$14.7K | – | 606 |
|
|
2024
Q2 | $14.7K | Hold |
25
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $15.7K | Hold |
25
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $14.5K | Hold |
25
| – | – | ﹤0.01% | 412 |
|
|
2023
Q3 | $12.3K | Hold |
25
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $13.3K | Buy |
+25
| New | +$13.3K | ﹤0.01% | 400 |
|