Lenox Wealth Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $4K | Sell |
163
-74
| -31% | -$1.82K | ﹤0.01% | 553 |
|
|
2020
Q1 | $6K | Hold |
237
| – | – | ﹤0.01% | 459 |
|
|
2019
Q4 | $8K | Hold |
237
| – | – | ﹤0.01% | 472 |
|
|
2019
Q3 | $8K | Sell |
237
-84
| -26% | -$2.84K | ﹤0.01% | 476 |
|
|
2019
Q2 | $10K | Hold |
321
| – | – | ﹤0.01% | 432 |
|
|
2019
Q1 | $10K | Sell |
321
-17,713
| -98% | -$552K | ﹤0.01% | 441 |
|
|
2018
Q4 | $289K | Buy |
18,034
+228
| +1% | +$3.65K | 0.1% | 99 |
|
|
2018
Q3 | $365K | Buy |
+17,806
| New | +$365K | 0.11% | 111 |
|