Sheaff Brock Investment Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,839
| Closed | -$593K | – | 419 |
|
|
2019
Q4 | $593K | Buy |
18,839
+3,785
| +25% | +$119K | 0.06% | 220 |
|
|
2019
Q3 | $525K | Buy |
15,054
+2,256
| +18% | +$78.7K | 0.06% | 235 |
|
|
2019
Q2 | $428K | Buy |
12,798
+676
| +6% | +$22.6K | 0.05% | 266 |
|
|
2019
Q1 | $388K | Buy |
12,122
+1,055
| +10% | +$33.8K | 0.05% | 304 |
|
|
2018
Q4 | $318K | Buy |
+11,067
| New | +$318K | 0.05% | 308 |
|