Shelton Capital Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $276K | Sell |
7,519
-503
| -6% | -$19.3K | 0.01% | 544 |
|
|
2025
Q4 | $289K | Hold |
8,022
| – | – | 0.01% | 507 |
|
|
2025
Q3 | $326K | Hold |
8,022
| – | – | 0.01% | 478 |
|
|
2025
Q2 | $341K | Sell |
8,022
-207
| -3% | -$8.58K | 0.01% | 444 |
|
|
2025
Q1 | $351K | Sell |
8,229
-270
| -3% | -$11.3K | 0.01% | 418 |
|
|
2024
Q4 | $364K | Sell |
8,499
-395
| -4% | -$18.9K | 0.01% | 425 |
|
|
2024
Q3 | $479K | Sell |
8,894
-268
| -3% | -$13.3K | 0.01% | 359 |
|
|
2024
Q2 | $414K | Sell |
9,162
-337
| -4% | -$14.5K | 0.01% | 379 |
|
|
2024
Q1 | $430K | Sell |
9,499
-259
| -3% | -$11.5K | 0.01% | 395 |
|
|
2023
Q4 | $452K | Sell |
9,758
-653
| -6% | -$25.7K | 0.01% | 356 |
|
|
2023
Q3 | $397K | Sell |
10,411
-660
| -6% | -$27.9K | 0.01% | 359 |
|
|
2023
Q2 | $494K | Sell |
11,071
-326
| -3% | -$14.8K | 0.02% | 329 |
|
|
2023
Q1 | $527K | Hold |
11,397
| – | – | 0.02% | 298 |
|
|
2022
Q4 | $459K | Buy |
+11,397
| New | +$459K | 0.05% | 284 |
|
|
2020
Q4 | – | Sell |
-6,395
| Closed | -$207K | – | 746 |
|
|
2020
Q3 | $207K | Buy |
+6,395
| New | +$193K | 0.01% | 680 |
|
|
2020
Q1 | – | Sell |
-8,770
| Closed | -$276K | – | 695 |
|
|
2019
Q4 | $276K | Sell |
8,770
-1,600
| -15% | -$51.4K | 0.02% | 571 |
|
|
2019
Q3 | $362K | Buy |
10,370
+2,700
| +35% | +$94.2K | 0.02% | 450 |
|
|
2019
Q2 | $256K | Buy |
7,670
+7,424
| +3,018% | +$244K | 0.02% | 630 |
|
|
2019
Q1 | $7.67K | Sell |
246
-7,424
| -97% | -$226K | 0.03% | 472 |
|
|
2018
Q4 | $220K | Buy |
+7,670
| New | +$225K | 0.02% | 653 |
|
|
2018
Q1 | – | Sell |
-8,600
| Closed | -$249K | – | 854 |
|
|
2017
Q4 | $249K | Buy |
+8,600
| New | +$240K | 0.02% | 690 |
|
Other funds holding CUBE
VPM
VCM
