TWA
TCI Wealth Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$858 | – | 1110 |
|
|
2023
Q1 | $858 | Sell |
2
-36
| -95% | -$15.4K | ﹤0.01% | 2133 |
|
|
2022
Q4 | $11K | Buy |
38
+16
| +73% | +$4.63K | ﹤0.01% | 1017 |
|
|
2022
Q3 | $6K | Sell |
22
-2
| -8% | -$545 | ﹤0.01% | 1341 |
|
|
2022
Q2 | $7K | Buy |
24
+2
| +9% | +$583 | ﹤0.01% | 1243 |
|
|
2022
Q1 | $10K | Hold |
22
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q4 | $15K | Hold |
22
| – | – | ﹤0.01% | 865 |
|
|
2021
Q3 | $15K | Buy |
22
+4
| +22% | +$2.73K | ﹤0.01% | 804 |
|
|
2021
Q2 | $10K | Buy |
18
+11
| +157% | +$6.11K | ﹤0.01% | 944 |
|
|
2021
Q1 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 1514 |
|
|
2020
Q4 | – | Sell |
-2
| Closed | -$1K | – | 1564 |
|
|
2020
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 1319 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1586 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1595 |
|