TrueWealth LLC’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-106
| Closed | -$3K | – | 724 |
|
|
2020
Q1 | $3K | Hold |
106
| – | – | ﹤0.01% | 598 |
|
|
2019
Q4 | $3K | Hold |
106
| – | – | ﹤0.01% | 634 |
|
|
2019
Q3 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 573 |
|
|
2019
Q2 | – | Hold |
0
| – | -$3K | – | 587 |
|
|
2019
Q1 | – | Hold |
0
| – | -$3K | – | 627 |
|
|
2018
Q4 | – | Hold |
0
| – | -$3K | – | 614 |
|
|
2018
Q3 | – | Hold |
0
| – | -$3K | – | 672 |
|
|
2018
Q2 | – | Hold |
0
| – | -$6K | – | 684 |
|
|
2018
Q1 | – | Hold |
0
| – | -$6K | – | 528 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 602 |
|