Pathstone Family Office’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $677K | Buy |
+1,334
| New | +$677K | 0.01% | 881 |
|
|
2022
Q4 | – | Sell |
-1,461
| Closed | -$416K | – | 1522 |
|
|
2022
Q3 | $416K | Buy |
+1,461
| New | +$416K | ﹤0.01% | 1140 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 946 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1211 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 893 |
|
|
2019
Q2 | – | Sell |
-16
| Closed | -$3K | – | 747 |
|
|
2019
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 691 |
|