IHT Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-424
| Closed | -$250K | – | 1166 |
|
2024
Q2 | $250K | Buy |
424
+41
| +11% | +$24.2K | 0.01% | 865 |
|
2024
Q1 | $240K | Buy |
383
+1
| +0.3% | +$627 | 0.01% | 886 |
|
2023
Q4 | $222K | Buy |
+382
| New | +$222K | 0.01% | 880 |
|
2023
Q3 | – | Sell |
-387
| Closed | -$206K | – | 989 |
|
2023
Q2 | $206K | Buy |
+387
| New | +$206K | 0.01% | 870 |
|
2021
Q1 | – | Sell |
-2,217
| Closed | -$879K | – | 851 |
|
2020
Q4 | $879K | Hold |
2,217
| – | – | 0.07% | 262 |
|
2020
Q3 | $648K | Sell |
2,217
-13
| -0.6% | -$3.8K | 0.07% | 282 |
|
2020
Q2 | $500K | Buy |
+2,230
| New | +$500K | 0.07% | 289 |
|