1IA
1834 Investment Advisors’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
70,044
-3,966
| -5% | -$169K | 0.38% | 64 |
|
|
2025
Q1 | $3.16M | Sell |
74,010
-10,344
| -12% | -$442K | 0.41% | 63 |
|
|
2024
Q4 | $3.61M | Sell |
84,354
-9,936
| -11% | -$426K | 0.46% | 61 |
|
|
2024
Q3 | $5.08M | Sell |
94,290
-39,486
| -30% | -$2.13M | 0.59% | 53 |
|
|
2024
Q2 | $6.04M | Sell |
133,776
-317
| -0.2% | -$14.3K | 0.73% | 42 |
|
|
2024
Q1 | $6.06M | Sell |
134,093
-8,690
| -6% | -$393K | 0.72% | 46 |
|
|
2023
Q4 | $6.62M | Sell |
142,783
-2,195
| -2% | -$102K | 0.79% | 39 |
|
|
2023
Q3 | $5.53M | Buy |
144,978
+20,269
| +16% | +$773K | 0.69% | 42 |
|
|
2023
Q2 | $5.57M | Buy |
124,709
+5,699
| +5% | +$255K | 0.66% | 42 |
|
|
2023
Q1 | $5.5M | Buy |
119,010
+23,387
| +24% | +$1.08M | 0.66% | 47 |
|
|
2022
Q4 | $3.85M | Buy |
+95,623
| New | +$3.85M | 0.55% | 56 |
|
|
2022
Q3 | – | Sell |
-1,474
| Closed | -$63K | – | 250 |
|
|
2022
Q2 | $63K | Buy |
+1,474
| New | +$63K | 0.01% | 254 |
|