Veritable’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,187
| Closed | -$632K | – | 360 |
|
|
2023
Q2 | $632K | Buy |
1,187
+6
| +0.5% | +$3.19K | 0.01% | 480 |
|
|
2023
Q1 | $506K | Buy |
1,181
+190
| +19% | +$81.5K | 0.01% | 528 |
|
|
2022
Q4 | $287K | Sell |
991
-66
| -6% | -$19.1K | ﹤0.01% | 676 |
|
|
2022
Q3 | $286K | Buy |
1,057
+69
| +7% | +$18.7K | 0.01% | 644 |
|
|
2022
Q2 | $297K | Buy |
988
+97
| +11% | +$29.2K | 0.01% | 683 |
|
|
2022
Q1 | $423K | Sell |
891
-100
| -10% | -$47.5K | 0.01% | 607 |
|
|
2021
Q4 | $653K | Buy |
991
+113
| +13% | +$74.5K | 0.01% | 485 |
|
|
2021
Q3 | $594K | Buy |
878
+6
| +0.7% | +$4.06K | 0.01% | 498 |
|
|
2021
Q2 | $508K | Hold |
872
| – | – | 0.01% | 533 |
|
|
2021
Q1 | $396K | Buy |
872
+4
| +0.5% | +$1.82K | 0.01% | 565 |
|
|
2020
Q4 | $344K | Buy |
+868
| New | +$344K | 0.01% | 586 |
|