TFO Wealth Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$581 | – | 863 |
|
|
2023
Q4 | $581 | Hold |
1
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $532 | Buy |
+1
| New | +$532 | ﹤0.01% | 442 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 292 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 417 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$68K | – | 135 |
|
|
2021
Q1 | $68K | Buy |
+150
| New | +$68K | 0.02% | 62 |
|