RPg Family Wealth Advisory’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-63
| Closed | -$29.9K | – | 186 |
|
|
2022
Q1 | $29.9K | Hold |
63
| – | – | 0.01% | 185 |
|
|
2021
Q4 | $41.5K | Hold |
63
| – | – | 0.02% | 175 |
|
|
2021
Q3 | $42.6K | Hold |
63
| – | – | 0.02% | 179 |
|
|
2021
Q2 | $36.7K | Buy |
+63
| New | +$36.7K | 0.01% | 189 |
|
|
2020
Q4 | $23.8K | Sell |
60
-28
| -32% | -$11.1K | 0.01% | 212 |
|
|
2020
Q3 | $25.7K | Hold |
88
| – | – | 0.01% | 202 |
|
|
2020
Q2 | $19.7K | Sell |
88
-29
| -25% | -$6.51K | 0.01% | 212 |
|
|
2020
Q1 | $15.6K | Sell |
117
-22
| -16% | -$2.93K | 0.01% | 211 |
|
|
2019
Q4 | $22K | Buy |
139
+11
| +9% | +$1.74K | 0.01% | 205 |
|
|
2019
Q3 | $19.4K | Hold |
128
| – | – | 0.01% | 226 |
|
|
2019
Q2 | $21.8K | Hold |
128
| – | – | 0.01% | 213 |
|
|
2019
Q1 | $21.3K | Buy |
128
+15
| +13% | +$2.49K | 0.01% | 221 |
|
|
2018
Q4 | $14.2K | Hold |
113
| – | – | 0.01% | 192 |
|
|
2018
Q3 | $17.1K | Buy |
113
+14
| +14% | +$2.11K | 0.01% | 198 |
|
|
2018
Q2 | $12.4K | Hold |
99
| – | – | 0.01% | 206 |
|
|
2018
Q1 | $10.7K | Buy |
+99
| New | +$10.7K | 0.01% | 234 |
|