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