Valeo Financial Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-32
| Closed | -$1K | – | 1648 |
|
|
2020
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q4 | $1K | Sell |
32
-52
| -62% | -$1.63K | ﹤0.01% | 1512 |
|
|
2019
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 1298 |
|
|
2019
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 1318 |
|
|
2019
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 1271 |
|
|
2018
Q4 | $2K | Sell |
84
-31
| -27% | -$738 | ﹤0.01% | 1258 |
|
|
2018
Q3 | $3K | Hold |
115
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q2 | $3K | Buy |
115
+84
| +271% | +$2.19K | ﹤0.01% | 1239 |
|
|
2018
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 1412 |
|
|
2017
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1259 |
|