Summit Securities Group’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 853 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 996 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 450 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 408 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$454K | – | 393 |
|
|
2021
Q1 | $454K | Buy |
+1,000
| New | +$454K | 0.05% | 151 |
|
|
2016
Q1 | – | Sell |
-5,700
| Closed | -$321K | – | 236 |
|
|
2015
Q4 | $321K | Buy |
+5,700
| New | +$321K | 0.1% | 137 |
|