Plante Moran Financial Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-111
| Closed | -$5K | – | 940 |
|
|
2021
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 779 |
|
|
2021
Q1 | $4K | Hold |
111
| – | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $4K | Buy |
+111
| New | +$4K | ﹤0.01% | 713 |
|
|
2019
Q4 | – | Sell |
-78
| Closed | -$3K | – | 776 |
|
|
2019
Q3 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 734 |
|
|
2018
Q4 | – | Sell |
-77
| Closed | -$2K | – | 897 |
|
|
2018
Q3 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 683 |
|
|
2016
Q1 | – | Sell |
-315
| Closed | -$10K | – | 882 |
|
|
2015
Q4 | $10K | Buy |
+315
| New | +$10K | 0.01% | 574 |
|
|
2014
Q3 | – | Sell |
-159
| Closed | -$3K | – | 796 |
|
|
2014
Q2 | $3K | Hold |
159
| – | – | ﹤0.01% | 718 |
|
|
2014
Q1 | $3K | Hold |
159
| – | – | ﹤0.01% | 521 |
|
|
2013
Q4 | $3K | Hold |
159
| – | – | ﹤0.01% | 584 |
|
|
2013
Q3 | $3K | Hold |
159
| – | – | ﹤0.01% | 514 |
|
|
2013
Q2 | $3K | Buy |
+159
| New | +$3K | ﹤0.01% | 496 |
|