SWA
Sutton Wealth Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.46K | Hold |
5
| – | – | ﹤0.01% | 690 |
|
|
2023
Q2 | $2.66K | Buy |
+5
| New | +$2.66K | ﹤0.01% | 663 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$1.43K | – | 1674 |
|
|
2022
Q1 | $1.43K | Hold |
3
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q4 | $1.98K | Buy |
+3
| New | +$1.98K | ﹤0.01% | 1199 |
|