Level Financial Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$87.1K | – | 153 |
|
|
2023
Q4 | $87.1K | Hold |
150
| – | – | 0.04% | 90 |
|
|
2023
Q3 | $73.9K | Buy |
150
+25
| +20% | +$12.3K | 0.04% | 93 |
|
|
2023
Q2 | $66.5K | Hold |
125
| – | – | 0.04% | 94 |
|
|
2023
Q1 | $53.6K | Buy |
125
+75
| +150% | +$32.2K | 0.03% | 96 |
|
|
2022
Q4 | $14K | Buy |
+50
| New | +$14K | 0.01% | 145 |
|