Kelly Financial Services’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 |
-159
| Closed | -$93.8K | – | 374 |
|
|
2024
Q2 | $93.8K | Buy |
159
+5
| +3% | +$2.95K | 0.03% | 160 |
|
|
2024
Q1 | $96.5K | Sell |
154
-1
| -0.6% | -$627 | 0.04% | 155 |
|
|
2023
Q4 | $90K | Buy |
155
+12
| +8% | +$6.97K | 0.04% | 151 |
|
|
2023
Q3 | $70.4K | Sell |
143
-7
| -5% | -$3.45K | 0.03% | 152 |
|
|
2023
Q2 | $79.8K | Buy |
150
+8
| +6% | +$4.26K | 0.04% | 146 |
|
|
2023
Q1 | $60.9K | Sell |
142
-5
| -3% | -$2.14K | 0.03% | 163 |
|
|
2022
Q4 | $42.5K | Buy |
147
+39
| +36% | +$11.3K | 0.02% | 194 |
|
|
2022
Q3 | $29.2K | Sell |
108
-3
| -3% | -$810 | 0.02% | 213 |
|
|
2022
Q2 | $33.4K | Buy |
111
+72
| +185% | +$21.6K | 0.02% | 202 |
|
|
2022
Q1 | $18.5K | Buy |
+39
| New | +$18.5K | 0.01% | 277 |
|