Valley National Advisers’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 |
-96
| Closed | -$56K | – | 921 |
|
|
2024
Q2 | $56K | Sell |
96
-1
| -1% | -$583 | 0.01% | 377 |
|
|
2024
Q1 | $60K | Buy |
97
+14
| +17% | +$8.66K | 0.01% | 386 |
|
|
2023
Q4 | $48K | Buy |
83
+14
| +20% | +$8.1K | 0.01% | 408 |
|
|
2023
Q3 | $34K | Buy |
69
+2
| +3% | +$986 | 0.01% | 432 |
|
|
2023
Q2 | $36K | Sell |
67
-5
| -7% | -$2.69K | 0.01% | 434 |
|
|
2023
Q1 | $30K | Buy |
72
+66
| +1,100% | +$27.5K | 0.01% | 454 |
|
|
2022
Q4 | $1K | Sell |
6
-6
| -50% | -$1K | ﹤0.01% | 789 |
|
|
2022
Q3 | $3K | Buy |
12
+2
| +20% | +$500 | ﹤0.01% | 743 |
|
|
2022
Q2 | $3K | Buy |
10
+1
| +11% | +$300 | ﹤0.01% | 719 |
|
|
2022
Q1 | $4K | Sell |
9
-6
| -40% | -$2.67K | ﹤0.01% | 718 |
|
|
2021
Q4 | $10K | Buy |
15
+4
| +36% | +$2.67K | ﹤0.01% | 599 |
|
|
2021
Q3 | $7K | Buy |
11
+6
| +120% | +$3.82K | ﹤0.01% | 624 |
|
|
2021
Q2 | $3K | Buy |
5
+2
| +67% | +$1.2K | ﹤0.01% | 737 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 794 |
|