TIAM2
Tru Independence Asset Management 2’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-376
| Closed | -$248K | – | 114 |
|
|
2021
Q4 | $248K | Hold |
376
| – | – | 0.13% | 113 |
|
|
2021
Q3 | $254K | Sell |
376
-43
| -10% | -$29K | 0.18% | 86 |
|
|
2021
Q2 | $244K | Buy |
+419
| New | +$244K | 0.17% | 100 |
|
|
2021
Q1 | – | Sell |
-394
| Closed | -$156K | – | 228 |
|
|
2020
Q4 | $156K | Buy |
+394
| New | +$156K | 0.13% | 104 |
|