Insight Wealth Strategies’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,359
| Closed | -$1.01M | – | 142 |
|
|
2022
Q3 | $1.01M | Hold |
3,359
| – | – | 0.19% | 96 |
|
|
2022
Q2 | $1.01M | Buy |
3,359
+182
| +6% | +$54.7K | 0.19% | 96 |
|
|
2022
Q1 | $1.51M | Buy |
3,177
+286
| +10% | +$136K | 0.22% | 73 |
|
|
2021
Q4 | $1.91M | Sell |
2,891
-569
| -16% | -$375K | 0.27% | 53 |
|
|
2021
Q3 | $2.34M | Sell |
3,460
-62
| -2% | -$41.9K | 0.33% | 40 |
|
|
2021
Q2 | $2.05M | Sell |
3,522
-1,814
| -34% | -$1.06M | 0.29% | 42 |
|
|
2021
Q1 | $2.42M | Buy |
5,336
+201
| +4% | +$91.3K | 0.32% | 42 |
|
|
2020
Q4 | $2.04M | Sell |
5,135
-406
| -7% | -$161K | 0.35% | 38 |
|
|
2020
Q3 | $1.62M | Buy |
5,541
+1,282
| +30% | +$375K | 0.3% | 39 |
|
|
2020
Q2 | $956K | Sell |
4,259
-27
| -0.6% | -$6.06K | 0.21% | 50 |
|
|
2020
Q1 | $571K | Sell |
4,286
-8,808
| -67% | -$1.17M | 0.15% | 64 |
|
|
2019
Q4 | $2.08M | Buy |
13,094
+466
| +4% | +$73.8K | 0.44% | 41 |
|
|
2019
Q3 | $1.92M | Buy |
12,628
+1,726
| +16% | +$262K | 0.45% | 41 |
|
|
2019
Q2 | $1.86M | Buy |
+10,902
| New | +$1.86M | 0.45% | 36 |
|