Valeo Financial Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-827
| Closed | -$488K | – | 701 |
|
|
2024
Q2 | $488K | Sell |
827
-9
| -1% | -$5.31K | 0.02% | 390 |
|
|
2024
Q1 | $545K | Buy |
836
+12
| +1% | +$7.82K | 0.02% | 354 |
|
|
2023
Q4 | $478K | Sell |
824
-164
| -17% | -$95.2K | 0.02% | 380 |
|
|
2023
Q3 | $487K | Sell |
988
-107
| -10% | -$52.7K | 0.02% | 340 |
|
|
2023
Q2 | $583K | Sell |
1,095
-397
| -27% | -$211K | 0.03% | 287 |
|
|
2023
Q1 | $640K | Buy |
1,492
+24
| +2% | +$10.3K | 0.03% | 283 |
|
|
2022
Q4 | $424K | Sell |
1,468
-93
| -6% | -$26.9K | 0.02% | 306 |
|
|
2022
Q3 | $422K | Sell |
1,561
-100
| -6% | -$27K | 0.03% | 280 |
|
|
2022
Q2 | $499K | Buy |
1,661
+98
| +6% | +$29.4K | 0.03% | 250 |
|
|
2022
Q1 | $742K | Buy |
1,563
+73
| +5% | +$34.7K | 0.04% | 236 |
|
|
2021
Q4 | $982K | Buy |
1,490
+1,144
| +331% | +$754K | 0.05% | 192 |
|
|
2021
Q3 | $234K | Buy |
+346
| New | +$234K | 0.01% | 434 |
|
|
2021
Q2 | – | Sell |
-409
| Closed | -$186K | – | 1015 |
|
|
2021
Q1 | $186K | Buy |
409
+35
| +9% | +$15.9K | 0.01% | 446 |
|
|
2020
Q4 | $148K | Buy |
374
+175
| +88% | +$69.3K | 0.01% | 468 |
|
|
2020
Q3 | $58K | Buy |
199
+25
| +14% | +$7.29K | 0.01% | 594 |
|
|
2020
Q2 | $39K | Sell |
174
-450
| -72% | -$101K | ﹤0.01% | 778 |
|
|
2020
Q1 | $88K | Buy |
624
+246
| +65% | +$34.7K | 0.01% | 446 |
|
|
2019
Q4 | $60K | Sell |
378
-100
| -21% | -$15.9K | 0.01% | 576 |
|
|
2019
Q3 | $72K | Buy |
478
+303
| +173% | +$45.6K | 0.01% | 507 |
|
|
2019
Q2 | $30K | Hold |
175
| – | – | ﹤0.01% | 732 |
|
|
2019
Q1 | $29K | Sell |
175
-13
| -7% | -$2.15K | ﹤0.01% | 671 |
|
|
2018
Q4 | $24K | Hold |
188
| – | – | ﹤0.01% | 650 |
|
|
2018
Q3 | $25K | Hold |
188
| – | – | ﹤0.01% | 693 |
|
|
2018
Q2 | $25K | Hold |
188
| – | – | ﹤0.01% | 690 |
|
|
2018
Q1 | $20K | Sell |
188
-617
| -77% | -$65.6K | ﹤0.01% | 709 |
|
|
2017
Q4 | $71K | Buy |
805
+600
| +293% | +$52.9K | 0.01% | 409 |
|
|
2017
Q3 | $17K | Buy |
+205
| New | +$17K | ﹤0.01% | 582 |
|