Heritage Wealth Management (Arizona)’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $87.9K | Buy |
304
+152
| +100% | +$43.9K | 0.01% | 432 |
|
|
2022
Q3 | $41K | Hold |
152
| – | – | 0.01% | 427 |
|
|
2022
Q2 | $45.7K | Hold |
152
| – | – | 0.02% | 438 |
|
|
2022
Q1 | $72K | Buy |
+152
| New | +$72K | 0.02% | 415 |
|
|
2021
Q3 | $103K | Hold |
152
| – | – | 0.04% | 333 |
|
|
2021
Q2 | $89K | Sell |
152
-25
| -14% | -$14.6K | 0.03% | 357 |
|
|
2021
Q1 | $80K | Buy |
+177
| New | +$80K | 0.05% | 283 |
|