Valmark Advisers’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,152
| Closed | -$1.06M | – | 501 |
|
|
2023
Q3 | $1.06M | Sell |
2,152
-26
| -1% | -$12.8K | 0.02% | 214 |
|
|
2023
Q2 | $1.16M | Sell |
2,178
-156
| -7% | -$83K | 0.02% | 205 |
|
|
2023
Q1 | $1M | Buy |
2,334
+149
| +7% | +$63.9K | 0.02% | 223 |
|
|
2022
Q4 | $632K | Buy |
2,185
+316
| +17% | +$91.4K | 0.01% | 275 |
|
|
2022
Q3 | $505K | Buy |
+1,869
| New | +$505K | 0.01% | 280 |
|