Symphony Financial’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-799
| Closed | -$485K | – | 206 |
|
|
2021
Q4 | $485K | Sell |
799
-17
| -2% | -$10.3K | 0.13% | 117 |
|
|
2021
Q3 | $556K | Hold |
816
| – | – | 0.19% | 88 |
|
|
2021
Q2 | $480K | Hold |
816
| – | – | 0.16% | 99 |
|
|
2021
Q1 | $400K | Buy |
+816
| New | +$400K | 0.11% | 129 |
|
|
2020
Q3 | – | Sell |
-3,511
| Closed | -$788K | – | 147 |
|
|
2020
Q2 | $788K | Buy |
+3,511
| New | +$788K | 0.38% | 44 |
|