Sugarloaf Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4
| Closed | -$2K | – | 817 |
|
|
2022
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 705 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 728 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 636 |
|
|
2021
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 633 |
|
|
2021
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 648 |
|
|
2021
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $2 | Hold |
4
| – | – | ﹤0.01% | 670 |
|
|
2020
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 635 |
|