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Institute for Wealth Management’s HubSpot HUBS Stock Holding History

Institute for Wealth Management’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-294
Closed -$205K – 534
2024
Q4 		$205K Buy
+294
New +$205K 0.03% 479