Patriot Financial Group Insurance Agency’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-734
| Closed | -$390K | – | 503 |
|
|
2024
Q3 | $390K | Buy |
734
+333
| +83% | +$177K | 0.05% | 331 |
|
|
2024
Q2 | $237K | Buy |
+401
| New | +$237K | 0.03% | 419 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$2K | – | 1075 |
|
|
2022
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 1762 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1848 |
|
|
2021
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 1862 |
|
|
2021
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 1846 |
|
|
2021
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 1782 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1636 |
|