Glassman Wealth Services’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-9
| Closed | -$5.23K | – | 937 |
|
2023
Q4 | $5.23K | Sell |
9
-3
| -25% | -$1.74K | ﹤0.01% | 1068 |
|
2023
Q3 | $5.91K | Buy |
12
+1
| +9% | +$493 | ﹤0.01% | 1010 |
|
2023
Q2 | $5.85K | Buy |
11
+2
| +22% | +$1.06K | ﹤0.01% | 951 |
|
2023
Q1 | $3.86K | Hold |
9
| – | – | ﹤0.01% | 1078 |
|
2022
Q4 | $2.6K | Sell |
9
-7
| -44% | -$2.02K | ﹤0.01% | 1195 |
|
2022
Q3 | $4K | Sell |
16
-1
| -6% | -$250 | ﹤0.01% | 1050 |
|
2022
Q2 | $5K | Buy |
17
+9
| +113% | +$2.65K | ﹤0.01% | 999 |
|
2022
Q1 | $4K | Sell |
8
-33
| -80% | -$16.5K | ﹤0.01% | 1056 |
|
2021
Q4 | $27K | Buy |
41
+24
| +141% | +$15.8K | 0.01% | 533 |
|
2021
Q3 | $11K | Buy |
17
+3
| +21% | +$1.94K | ﹤0.01% | 749 |
|
2021
Q2 | $8K | Buy |
14
+13
| +1,300% | +$7.43K | ﹤0.01% | 800 |
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1505 |
|
2019
Q3 | – | Sell |
-3
| Closed | -$1K | – | 1189 |
|
2019
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 859 |
|