Zeke Capital Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-861
| Closed | -$233K | – | 506 |
|
|
2022
Q3 | $233K | Hold |
861
| – | – | 0.02% | 383 |
|
|
2022
Q2 | $259K | Hold |
861
| – | – | 0.02% | 375 |
|
|
2022
Q1 | $409K | Buy |
861
+187
| +28% | +$88.8K | 0.02% | 277 |
|
|
2021
Q4 | $444K | Sell |
674
-62
| -8% | -$40.8K | 0.03% | 165 |
|
|
2021
Q3 | $498K | Sell |
736
-20
| -3% | -$13.5K | 0.03% | 147 |
|
|
2021
Q2 | $441K | Sell |
756
-171
| -18% | -$99.8K | 0.03% | 161 |
|
|
2021
Q1 | $421K | Sell |
927
-216
| -19% | -$98.1K | 0.03% | 153 |
|
|
2020
Q4 | $453K | Buy |
1,143
+132
| +13% | +$52.3K | 0.04% | 125 |
|
|
2020
Q3 | $295K | Hold |
1,011
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $227K | Buy |
+1,011
| New | +$227K | 0.04% | 171 |
|
|
2020
Q1 | – | Sell |
-5,600
| Closed | -$888K | – | 364 |
|
|
2019
Q4 | $888K | Buy |
5,600
+1,398
| +33% | +$222K | 0.07% | 230 |
|
|
2019
Q3 | $637K | Buy |
+4,202
| New | +$637K | 0.06% | 304 |
|
|
2018
Q3 | – | Sell |
-1,726
| Closed | -$216K | – | 696 |
|
|
2018
Q2 | $216K | Buy |
+1,726
| New | +$216K | 0.02% | 525 |
|