Kovack Advisors’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 |
-1,833
| Closed | -$1.08M | – | 604 |
|
|
2024
Q2 | $1.08M | Buy |
1,833
+413
| +29% | +$244K | 0.12% | 160 |
|
|
2024
Q1 | $890K | Buy |
1,420
+10
| +0.7% | +$6.27K | 0.11% | 155 |
|
|
2023
Q4 | $819K | Buy |
1,410
+10
| +0.7% | +$5.81K | 0.1% | 199 |
|
|
2023
Q3 | $690K | Sell |
1,400
-15
| -1% | -$7.39K | 0.1% | 196 |
|
|
2023
Q2 | $753K | Buy |
1,415
+333
| +31% | +$177K | 0.1% | 202 |
|
|
2023
Q1 | $464K | Sell |
1,082
-30
| -3% | -$12.9K | 0.06% | 312 |
|
|
2022
Q4 | $322K | Hold |
1,112
| – | – | 0.05% | 392 |
|
|
2022
Q3 | $300K | Hold |
1,112
| – | – | 0.04% | 405 |
|
|
2022
Q2 | $334K | Sell |
1,112
-67
| -6% | -$20.1K | 0.04% | 411 |
|
|
2022
Q1 | $559K | Sell |
1,179
-291
| -20% | -$138K | 0.06% | 360 |
|
|
2021
Q4 | $969K | Buy |
1,470
+1
| +0.1% | +$659 | 0.09% | 228 |
|
|
2021
Q3 | $993K | Buy |
1,469
+4
| +0.3% | +$2.7K | 0.11% | 219 |
|
|
2021
Q2 | $854K | Buy |
1,465
+25
| +2% | +$14.6K | 0.1% | 228 |
|
|
2021
Q1 | $654K | Buy |
1,440
+185
| +15% | +$84K | 0.09% | 258 |
|
|
2020
Q4 | $498K | Buy |
1,255
+15
| +1% | +$5.95K | 0.07% | 282 |
|
|
2020
Q3 | $362K | Buy |
1,240
+15
| +1% | +$4.38K | 0.06% | 292 |
|
|
2020
Q2 | $275K | Buy |
+1,225
| New | +$275K | 0.05% | 341 |
|