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True Wealth Design’s HubSpot HUBS Stock Holding History

True Wealth Design’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$67.9K Sell
122
-6
-5% -$3.34K 0.02% 162
2025
Q1 		$73.1K Buy
128
+1
+0.8% +$571 0.03% 135
2024
Q4 		$88.5K Buy
127
+10
+9% +$6.97K 0.03% 82
2024
Q3 		$62.2K Buy
+117
New +$62.2K 0.02% 102