Lee Financial’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40
| Closed | -$21.3K | – | 847 |
|
|
2023
Q2 | $21.3K | Sell |
40
-8
| -17% | -$4.26K | ﹤0.01% | 293 |
|
|
2023
Q1 | $20.6K | Hold |
48
| – | – | ﹤0.01% | 304 |
|
|
2022
Q4 | $13.9K | Buy |
48
+10
| +26% | +$2.89K | ﹤0.01% | 407 |
|
|
2022
Q3 | $10K | Buy |
38
+9
| +31% | +$2.37K | ﹤0.01% | 433 |
|
|
2022
Q2 | $9K | Buy |
29
+8
| +38% | +$2.48K | ﹤0.01% | 464 |
|
|
2022
Q1 | $10K | Sell |
21
-9
| -30% | -$4.29K | ﹤0.01% | 433 |
|
|
2021
Q4 | $19K | Sell |
30
-22
| -42% | -$13.9K | ﹤0.01% | 382 |
|
|
2021
Q3 | $35K | Sell |
52
-7
| -12% | -$4.71K | 0.01% | 263 |
|
|
2021
Q2 | $34K | Buy |
59
+7
| +13% | +$4.03K | 0.01% | 262 |
|
|
2021
Q1 | $24K | Sell |
52
-17
| -25% | -$7.85K | 0.01% | 282 |
|
|
2020
Q4 | $27K | Sell |
69
-215
| -76% | -$84.1K | 0.01% | 256 |
|
|
2020
Q3 | $83K | Buy |
284
+215
| +312% | +$62.8K | 0.02% | 172 |
|
|
2020
Q2 | $15K | Hold |
69
| – | – | ﹤0.01% | 309 |
|
|
2020
Q1 | $9K | Buy |
69
+24
| +53% | +$3.13K | ﹤0.01% | 314 |
|
|
2019
Q4 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 390 |
|