Oak Associates’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,095
| Closed | -$332K | – | 139 |
|
|
2019
Q4 | $332K | Sell |
2,095
-1,155
| -36% | -$183K | 0.02% | 141 |
|
|
2019
Q3 | $493K | Hold |
3,250
| – | – | 0.03% | 120 |
|
|
2019
Q2 | $554K | Hold |
3,250
| – | – | 0.03% | 122 |
|
|
2019
Q1 | $540K | Sell |
3,250
-1,665
| -34% | -$277K | 0.03% | 123 |
|
|
2018
Q4 | $618K | Hold |
4,915
| – | – | 0.04% | 110 |
|
|
2018
Q3 | $742K | Buy |
+4,915
| New | +$742K | 0.05% | 117 |
|