Number of Shares
6,395.00
Current Holdings Value*
$206,620.00
% of Portfolio
5.11%
Total Estimate Gain
$37,279.80
% of Total Estimate Gain
10.30%

SHELTON REAL ESTATE INCOME FUND's CubeSmart Holding Summary

As of 2020-09-30, SCM Trust held 6,395.00 shares of CubeSmart(CUBE), totaling $206,620.00. This investment constitutes 5.11% of their stock portfolio, and SCM Trust now holds 0% of the outstanding CubeSmart(CUBE) stock.

The initial trade took place in 2019Q3. In addition, there have been 2 sales at an average price of $30.85 for 3,975.00 shares. Based on historical transaction data and CUBE's current price of $43.23, SHELTON REAL ESTATE INCOME FUND's estimated gain on his CUBE holdings is $37,279.80, reflecting a 10.30% gain to date.

SHELTON REAL ESTATE INCOME FUND CUBE ($43.23) Holding Chart

SHELTON REAL ESTATE INCOME FUND CUBE ($43.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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