Gideon Capital Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,402
| Closed | -$1.88M | – | 325 |
|
|
2019
Q3 | $1.88M | Buy |
+12,402
| New | +$1.88M | 0.61% | 53 |
|
|
2019
Q2 | – | Sell |
-7,529
| Closed | -$1.25M | – | 344 |
|
|
2019
Q1 | $1.25M | Buy |
+7,529
| New | +$1.25M | 0.45% | 55 |
|
|
2018
Q4 | – | Sell |
-2,364
| Closed | -$357K | – | 429 |
|
|
2018
Q3 | $357K | Sell |
2,364
-2,395
| -50% | -$362K | 0.17% | 200 |
|
|
2018
Q2 | $597K | Buy |
4,759
+1,176
| +33% | +$148K | 0.3% | 99 |
|
|
2018
Q1 | $388K | Buy |
+3,583
| New | +$388K | 0.24% | 166 |
|