Valley National Advisers’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-80
| Closed | -$3K | – | 841 |
|
2024
Q2 | $3K | Buy |
80
+30
| +60% | +$1.13K | ﹤0.01% | 823 |
|
2024
Q1 | $2K | Buy |
50
+10
| +25% | +$400 | ﹤0.01% | 941 |
|
2023
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1048 |
|
2022
Q4 | – | Sell |
-82
| Closed | -$3K | – | 870 |
|
2022
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 734 |
|
2022
Q2 | $4K | Hold |
82
| – | – | ﹤0.01% | 686 |
|
2022
Q1 | $4K | Hold |
82
| – | – | ﹤0.01% | 712 |
|
2021
Q4 | $5K | Hold |
82
| – | – | ﹤0.01% | 685 |
|
2021
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 689 |
|
2021
Q2 | $4K | Hold |
82
| – | – | ﹤0.01% | 694 |
|
2021
Q1 | $3K | Hold |
82
| – | – | ﹤0.01% | 687 |
|
2020
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 656 |
|
2020
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 618 |
|
2020
Q2 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 648 |
|