Valeo Financial Advisors’s Cubic Corporation CUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-29
Closed -$2K 2097
2021
Q1
$2K Buy
+29
New +$1.98K ﹤0.01% 1854
2020
Q4
Sell
-201
Closed -$12K 1925
2020
Q3
$12K Buy
201
+1
+0.5% +$47 ﹤0.01% 1051
2020
Q2
$10K Buy
+200
New +$8.13K ﹤0.01% 1300

Valeo Financial Advisors's CUB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Cubic Corporation (CUB) in Q2 2021, closing a stake of 29 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in CUB in Q2 2020 and held it in 3 quarters. The position peaked at $12K in Q3 2020. 0 funds tracked by Wall St. Rank hold CUB as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Cubic Corporation position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 29 Cubic Corporation shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Cubic Corporation in Q2 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Cubic Corporation position peaked at $12K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Cubic Corporation as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.