WFG Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-162
| Closed | -$4K | – | 1575 |
|
|
2016
Q3 | $4K | Buy |
162
+1
| +0.6% | +$25 | ﹤0.01% | 1294 |
|
|
2016
Q2 | $5K | Buy |
161
+1
| +0.6% | +$31 | ﹤0.01% | 1230 |
|
|
2016
Q1 | $5K | Buy |
160
+2
| +1% | +$63 | ﹤0.01% | 1185 |
|
|
2015
Q4 | $5K | Hold |
158
| – | – | ﹤0.01% | 1214 |
|
|
2015
Q3 | $4K | Buy |
158
+1
| +0.6% | +$25 | ﹤0.01% | 1291 |
|
|
2015
Q2 | $4K | Buy |
157
+2
| +1% | +$51 | ﹤0.01% | 1372 |
|
|
2015
Q1 | $4K | Buy |
155
+1
| +0.6% | +$26 | ﹤0.01% | 1403 |
|
|
2014
Q4 | $3K | Buy |
154
+1
| +0.7% | +$19 | ﹤0.01% | 1742 |
|
|
2014
Q3 | $3K | Buy |
153
+1
| +0.7% | +$20 | ﹤0.01% | 1759 |
|
|
2014
Q2 | $3K | Buy |
152
+1
| +0.7% | +$20 | ﹤0.01% | 1730 |
|
|
2014
Q1 | $3K | Buy |
151
+1
| +0.7% | +$20 | ﹤0.01% | 1712 |
|
|
2013
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 1950 |
|