Ropes Wealth Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-42
| Closed | -$17K | – | 480 |
|
|
2020
Q4 | $17K | Buy |
42
+2
| +5% | +$810 | ﹤0.01% | 501 |
|
|
2020
Q3 | $12K | Hold |
40
| – | – | ﹤0.01% | 496 |
|
|
2020
Q2 | $9K | Hold |
40
| – | – | ﹤0.01% | 451 |
|
|
2020
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 455 |
|
|
2019
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 506 |
|
|
2019
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 499 |
|
|
2019
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 469 |
|
|
2018
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 455 |
|
|
2018
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 484 |
|
|
2018
Q2 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 501 |
|