SSWM
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Smith Salley Wealth Management’s HubSpot HUBS Stock Holding History

Smith Salley Wealth Management’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
400
-5
-1% -$2.78K 0.01% 245
2025
Q1 		$231K Sell
405
-95
-19% -$54.3K 0.02% 226
2024
Q4 		$348K Buy
+500
New +$348K 0.02% 195