Shelton Capital Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
8,022
-207
| -3% | -$8.8K | 0.01% | 444 |
|
|
2025
Q1 | $351K | Sell |
8,229
-270
| -3% | -$11.5K | 0.01% | 417 |
|
|
2024
Q4 | $364K | Sell |
8,499
-395
| -4% | -$16.9K | 0.01% | 424 |
|
|
2024
Q3 | $479K | Sell |
8,894
-268
| -3% | -$14.4K | 0.01% | 359 |
|
|
2024
Q2 | $414K | Sell |
9,162
-337
| -4% | -$15.2K | 0.01% | 372 |
|
|
2024
Q1 | $430K | Sell |
9,499
-259
| -3% | -$11.7K | 0.01% | 387 |
|
|
2023
Q4 | $452K | Sell |
9,758
-653
| -6% | -$30.3K | 0.01% | 348 |
|
|
2023
Q3 | $397K | Sell |
10,411
-660
| -6% | -$25.2K | 0.01% | 354 |
|
|
2023
Q2 | $494K | Sell |
11,071
-326
| -3% | -$14.6K | 0.02% | 323 |
|
|
2023
Q1 | $527K | Hold |
11,397
| – | – | 0.02% | 294 |
|
|
2022
Q4 | $459K | Buy |
+11,397
| New | +$459K | 0.05% | 280 |
|
|
2020
Q4 | – | Sell |
-6,395
| Closed | -$207K | – | 738 |
|
|
2020
Q3 | $207K | Buy |
+6,395
| New | +$207K | 0.01% | 672 |
|
|
2020
Q1 | – | Sell |
-8,770
| Closed | -$276K | – | 687 |
|
|
2019
Q4 | $276K | Sell |
8,770
-1,600
| -15% | -$50.4K | 0.02% | 567 |
|
|
2019
Q3 | $362K | Buy |
10,370
+2,700
| +35% | +$94.3K | 0.02% | 446 |
|
|
2019
Q2 | $256K | Buy |
7,670
+7,424
| +3,018% | +$248K | 0.01% | 625 |
|
|
2019
Q1 | $7.67K | Sell |
246
-7,424
| -97% | -$231K | 0.03% | 471 |
|
|
2018
Q4 | $220K | Buy |
+7,670
| New | +$220K | 0.02% | 649 |
|
|
2018
Q1 | – | Sell |
-8,600
| Closed | -$249K | – | 852 |
|
|
2017
Q4 | $249K | Buy |
+8,600
| New | +$249K | 0.02% | 685 |
|