Gideon Capital Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,700
| Closed | -$513K | – | 290 |
|
|
2019
Q3 | $513K | Buy |
+14,700
| New | +$513K | 0.17% | 180 |
|
|
2019
Q2 | – | Sell |
-18,990
| Closed | -$608K | – | 307 |
|
|
2019
Q1 | $608K | Sell |
18,990
-28,156
| -60% | -$901K | 0.22% | 125 |
|
|
2018
Q4 | $1.35M | Buy |
47,146
+37,092
| +369% | +$1.06M | 0.55% | 45 |
|
|
2018
Q3 | $287K | Buy |
+10,054
| New | +$287K | 0.14% | 250 |
|
|
2017
Q4 | – | Sell |
-9,776
| Closed | -$254K | – | 314 |
|
|
2017
Q3 | $254K | Buy |
+9,776
| New | +$254K | 0.25% | 186 |
|