Mount Yale Investment Advisors’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10K	Buy	+18	New	+$10K	﹤0.01%	1134
2024 Q3	–	Sell	-612	Closed	-$361K	–	561
2024 Q2	$361K	Buy	+612	New	+$361K	0.03%	398