Allworth Financial’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Buy |
996
+60
| +6% | +$2.55K | ﹤0.01% | 2045 |
|
|
2025
Q1 | $37.4K | Buy |
936
+501
| +115% | +$20K | ﹤0.01% | 1697 |
|
|
2024
Q4 | $17.7K | Buy |
435
+7
| +2% | +$285 | ﹤0.01% | 2167 |
|
|
2024
Q3 | $23K | Sell |
428
-56
| -12% | -$3.02K | ﹤0.01% | 1821 |
|
|
2024
Q2 | $23.2K | Buy |
484
+26
| +6% | +$1.25K | ﹤0.01% | 1792 |
|
|
2024
Q1 | $20.7K | Hold |
458
| – | – | ﹤0.01% | 1755 |
|
|
2023
Q4 | $21.2K | Sell |
458
-316
| -41% | -$14.6K | ﹤0.01% | 1617 |
|
|
2023
Q3 | $29.5K | Buy |
774
+20
| +3% | +$763 | ﹤0.01% | 1318 |
|
|
2023
Q2 | $33.7K | Sell |
754
-16
| -2% | -$715 | ﹤0.01% | 1271 |
|
|
2023
Q1 | $35.6K | Buy |
770
+55
| +8% | +$2.54K | ﹤0.01% | 1195 |
|
|
2022
Q4 | $28.8K | Buy |
715
+270
| +61% | +$10.9K | ﹤0.01% | 1212 |
|
|
2022
Q3 | $18K | Sell |
445
-148
| -25% | -$5.99K | ﹤0.01% | 1336 |
|
|
2022
Q2 | $25K | Buy |
593
+193
| +48% | +$8.14K | ﹤0.01% | 1142 |
|
|
2022
Q1 | $21K | Sell |
400
-7
| -2% | -$368 | ﹤0.01% | 1237 |
|
|
2021
Q4 | $23K | Buy |
+407
| New | +$23K | ﹤0.01% | 1059 |
|