First Foundation Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,086
| Closed | -$516K | – | 420 |
|
|
2022
Q1 | $516K | Buy |
1,086
+3
| +0.3% | +$1.43K | 0.02% | 254 |
|
|
2021
Q4 | $714K | Buy |
1,083
+11
| +1% | +$7.25K | 0.02% | 230 |
|
|
2021
Q3 | $725K | Buy |
1,072
+30
| +3% | +$20.3K | 0.03% | 229 |
|
|
2021
Q2 | $607K | Buy |
1,042
+176
| +20% | +$103K | 0.02% | 260 |
|
|
2021
Q1 | $393K | Buy |
866
+216
| +33% | +$98K | 0.02% | 302 |
|
|
2020
Q4 | $258K | Buy |
+650
| New | +$258K | 0.01% | 353 |
|