Journey Strategic Wealth’s Hubbell HUBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $223K | Buy |
+547
| New | +$223K | 0.01% | 564 |
|
2025
Q1 | – | Sell |
-552
| Closed | -$231K | – | 521 |
|
2024
Q4 | $231K | Sell |
552
-2
| -0.4% | -$838 | 0.01% | 423 |
|
2024
Q3 | $237K | Buy |
554
+5
| +0.9% | +$2.14K | 0.01% | 411 |
|
2024
Q2 | $201K | Buy |
549
+38
| +7% | +$13.9K | 0.01% | 370 |
|
2024
Q1 | $212K | Buy |
+511
| New | +$212K | 0.01% | 273 |
|
2023
Q3 | – | Sell |
-624
| Closed | -$207K | – | 213 |
|
2023
Q2 | $207K | Buy |
+624
| New | +$207K | 0.01% | 167 |
|