Icon Wealth Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $373K | Buy |
758
+1
| +0.1% | +$493 | 0.04% | 204 |
|
|
2023
Q2 | $403K | Sell |
757
-62
| -8% | -$33K | 0.04% | 219 |
|
|
2023
Q1 | $351K | Buy |
+819
| New | +$351K | 0.04% | 235 |
|
|
2022
Q2 | $243K | Buy |
809
+149
| +23% | +$44.8K | 0.03% | 272 |
|
|
2022
Q1 | $313K | Buy |
660
+294
| +80% | +$139K | 0.03% | 264 |
|
|
2021
Q4 | $241K | Buy |
366
+56
| +18% | +$36.9K | 0.02% | 291 |
|
|
2021
Q3 | $210K | Buy |
+310
| New | +$210K | 0.02% | 322 |
|