Ausdal Financial Partners’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-7,527
| Closed | -$215K | – | 268 |
|
2018
Q3 | $215K | Buy |
7,527
+17
| +0.2% | +$486 | 0.06% | 361 |
|
2018
Q2 | $242K | Sell |
7,510
-258
| -3% | -$8.31K | 0.07% | 314 |
|
2018
Q1 | $219K | Hold |
7,768
| – | – | 0.08% | 311 |
|
2017
Q4 | $225K | Sell |
7,768
-1,000
| -11% | -$29K | 0.08% | 309 |
|
2017
Q3 | $228K | Buy |
8,768
+18
| +0.2% | +$468 | 0.09% | 289 |
|
2017
Q2 | $210K | Sell |
8,750
-500
| -5% | -$12K | 0.09% | 278 |
|
2017
Q1 | $240K | Sell |
9,250
-500
| -5% | -$13K | 0.11% | 231 |
|
2016
Q4 | $261K | Buy |
9,750
+500
| +5% | +$13.4K | 0.12% | 190 |
|
2016
Q3 | $252K | Buy |
9,250
+1,000
| +12% | +$27.2K | 0.13% | 194 |
|
2016
Q2 | $255K | Buy |
+8,250
| New | +$255K | 0.13% | 185 |
|