Waverly Advisors’s Hubbell HUBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-703
| Closed | -$292K | – | 814 |
|
|
2024
Q1 | $292K | Sell |
703
-164
| -19% | -$68.1K | 0.01% | 579 |
|
|
2023
Q4 | $285K | Sell |
867
-15
| -2% | -$4.93K | 0.01% | 364 |
|
|
2023
Q3 | $276K | Buy |
882
+57
| +7% | +$17.9K | 0.01% | 333 |
|
|
2023
Q2 | $274K | Hold |
825
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $201K | Buy |
+825
| New | +$201K | 0.01% | 279 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$41K | – | 269 |
|
|
2017
Q4 | $41K | Buy |
+300
| New | +$41K | 0.01% | 266 |
|