SWA
Sutton Wealth Advisors’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-812
| Closed | -$26.2K | – | 1136 |
|
|
2018
Q2 | $26.2K | Hold |
812
| – | – | 0.02% | 497 |
|
|
2018
Q1 | $22.9K | Buy |
+812
| New | +$22.9K | 0.02% | 519 |
|
|
2017
Q2 | – | Sell |
-2,163
| Closed | -$56.2K | – | 1084 |
|
|
2017
Q1 | $56.2K | Hold |
2,163
| – | – | 0.05% | 246 |
|
|
2016
Q4 | $57.9K | Buy |
+2,163
| New | +$57.9K | 0.05% | 242 |
|
|
2016
Q3 | – | Sell |
-887
| Closed | -$27.4K | – | 1049 |
|
|
2016
Q2 | $27.4K | Buy |
+887
| New | +$27.4K | 0.03% | 357 |
|