FDx Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,012
| Closed | -$634K | – | 269 |
|
|
2024
Q1 | $634K | Sell |
1,012
-188
| -16% | -$118K | 0.1% | 171 |
|
|
2023
Q4 | $697K | Sell |
1,200
-135
| -10% | -$78.4K | 0.05% | 321 |
|
|
2023
Q3 | $657K | Sell |
1,335
-217
| -14% | -$107K | 0.05% | 297 |
|
|
2023
Q2 | $826K | Buy |
1,552
+335
| +28% | +$178K | 0.05% | 338 |
|
|
2023
Q1 | $352K | Hold |
1,217
| – | – | 0.02% | 511 |
|
|
2022
Q4 | $352K | Sell |
1,217
-253
| -17% | -$73.2K | 0.02% | 511 |
|
|
2022
Q3 | $397K | Sell |
1,470
-31
| -2% | -$8.37K | 0.02% | 464 |
|
|
2022
Q2 | $451K | Buy |
1,501
+280
| +23% | +$84.1K | 0.02% | 509 |
|
|
2022
Q1 | $580K | Buy |
1,221
+388
| +47% | +$184K | 0.02% | 464 |
|
|
2021
Q4 | $549K | Sell |
833
-43
| -5% | -$28.3K | 0.02% | 505 |
|
|
2021
Q3 | $592K | Buy |
+876
| New | +$592K | 0.02% | 463 |
|