HBK Sorce Advisory’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-492
| Closed | -$324K | – | 582 |
|
|
2021
Q4 | $324K | Buy |
492
+17
| +4% | +$11.2K | 0.02% | 433 |
|
|
2021
Q3 | $321K | Sell |
475
-7
| -1% | -$4.73K | 0.02% | 423 |
|
|
2021
Q2 | $281K | Buy |
+482
| New | +$281K | 0.02% | 467 |
|
|
2019
Q2 | – | Sell |
-1,494
| Closed | -$248K | – | 430 |
|
|
2019
Q1 | $248K | Buy |
+1,494
| New | +$248K | 0.02% | 369 |
|
|
2018
Q4 | – | Sell |
-1,409
| Closed | -$213K | – | 402 |
|
|
2018
Q3 | $213K | Buy |
+1,409
| New | +$213K | 0.02% | 364 |
|