Wealthspire Advisors (Maryland)’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-133
| Closed | -$4K | – | 818 |
|
|
2019
Q1 | $4K | Sell |
133
-11
| -8% | -$331 | ﹤0.01% | 1887 |
|
|
2018
Q4 | $4K | Buy |
144
+81
| +129% | +$2.25K | ﹤0.01% | 1801 |
|
|
2018
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 2136 |
|
|
2018
Q2 | $2K | Sell |
63
-315
| -83% | -$10K | ﹤0.01% | 2134 |
|
|
2018
Q1 | $11K | Sell |
378
-183
| -33% | -$5.33K | ﹤0.01% | 1519 |
|
|
2017
Q4 | $16K | Buy |
561
+226
| +67% | +$6.45K | ﹤0.01% | 1396 |
|
|
2017
Q3 | $9K | Buy |
335
+28
| +9% | +$752 | ﹤0.01% | 1605 |
|
|
2017
Q2 | $7K | Buy |
307
+302
| +6,040% | +$6.89K | ﹤0.01% | 1651 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1937 |
|