Kingsview 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 |
-546
| Closed | -$322K | – | 1124 |
|
|
2024
Q2 | $322K | Sell |
546
-319
| -37% | -$188K | 0.01% | 811 |
|
|
2024
Q1 | $542K | Sell |
865
-21
| -2% | -$13.2K | 0.01% | 646 |
|
|
2023
Q4 | $514K | Sell |
886
-253
| -22% | -$147K | 0.02% | 625 |
|
|
2023
Q3 | $561K | Sell |
1,139
-3
| -0.3% | -$1.48K | 0.02% | 586 |
|
|
2023
Q2 | $608K | Buy |
1,142
+502
| +78% | +$267K | 0.02% | 545 |
|
|
2023
Q1 | $274K | Buy |
+640
| New | +$274K | 0.01% | 737 |
|
|
2022
Q4 | – | Sell |
-2,873
| Closed | -$776K | – | 868 |
|
|
2022
Q3 | $776K | Buy |
2,873
+107
| +4% | +$28.9K | 0.04% | 391 |
|
|
2022
Q2 | $832K | Sell |
2,766
-978
| -26% | -$294K | 0.04% | 413 |
|
|
2022
Q1 | $1.78M | Buy |
+3,744
| New | +$1.78M | 0.08% | 257 |
|