Mount Yale Investment Advisors’s HUB Group HUBG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,502
| Closed | -$290K | – | 472 |
|
|
2022
Q1 | $290K | Buy |
7,502
+1,386
| +23% | +$53.6K | 0.03% | 374 |
|
|
2021
Q4 | $258K | Sell |
6,116
-1,612
| -21% | -$68K | 0.03% | 395 |
|
|
2021
Q3 | $266K | Sell |
7,728
-1,324
| -15% | -$45.6K | 0.03% | 379 |
|
|
2021
Q2 | $299K | Buy |
9,052
+644
| +8% | +$21.3K | 0.04% | 319 |
|
|
2021
Q1 | $283K | Sell |
8,408
-422
| -5% | -$14.2K | 0.04% | 327 |
|
|
2020
Q4 | $252K | Buy |
+8,830
| New | +$252K | 0.04% | 338 |
|
|
2020
Q3 | – | Sell |
-8,390
| Closed | -$201K | – | 356 |
|
|
2020
Q2 | $201K | Buy |
+8,390
| New | +$201K | 0.04% | 310 |
|