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Linscomb Wealth’s CubeSmart CUBE Stock Holding History

Linscomb Wealth’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-26,249
Closed -$703K – 315
2020
Q1 		$703K Sell
26,249
-8,615
-25% -$231K 0.06% 189
2019
Q4 		$1.1M Buy
+34,864
New +$1.1M 0.07% 197