RE Dickinson Investment Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14
| Closed | -$7K | – | 246 |
|
|
2023
Q3 | $7K | Buy |
14
+2
| +17% | +$1K | ﹤0.01% | 187 |
|
|
2023
Q2 | $6K | Hold |
12
| – | – | ﹤0.01% | 274 |
|
|
2023
Q1 | $5K | Hold |
12
| – | – | ﹤0.01% | 305 |
|
|
2022
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 199 |
|
|
2022
Q2 | $4 | Hold |
12
| – | – | ﹤0.01% | 213 |
|
|
2022
Q1 | $6K | Buy |
12
+6
| +100% | +$3K | ﹤0.01% | 202 |
|
|
2021
Q4 | $4K | Buy |
+6
| New | +$4K | ﹤0.01% | 222 |
|