PWA
Phoenix Wealth Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-907
| Closed | -$273K | – | 115 |
|
|
2022
Q2 | $273K | Sell |
907
-117
| -11% | -$35.2K | 0.27% | 88 |
|
|
2022
Q1 | $463K | Sell |
1,024
-198
| -16% | -$89.5K | 0.48% | 53 |
|
|
2021
Q4 | $805K | Sell |
1,222
-131
| -10% | -$86.3K | 0.61% | 44 |
|
|
2021
Q3 | $915K | Buy |
1,353
+27
| +2% | +$18.3K | 0.68% | 40 |
|
|
2021
Q2 | $798K | Buy |
+1,326
| New | +$798K | 0.58% | 51 |
|