Bell Investment Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.18K | Buy |
169
+13
| +8% | +$553 | ﹤0.01% | 810 |
|
2025
Q1 | $6.66K | Hold |
156
| – | – | ﹤0.01% | 778 |
|
2024
Q4 | $6.69K | Hold |
156
| – | – | ﹤0.01% | 778 |
|
2024
Q3 | $8.4K | Hold |
156
| – | – | ﹤0.01% | 690 |
|
2024
Q2 | $7.05K | Hold |
156
| – | – | ﹤0.01% | 759 |
|
2024
Q1 | $7.06K | Hold |
156
| – | – | ﹤0.01% | 734 |
|
2023
Q4 | $7.23K | Sell |
156
-25
| -14% | -$1.16K | ﹤0.01% | 694 |
|
2023
Q3 | $6.9K | Sell |
181
-1
| -0.5% | -$38 | ﹤0.01% | 654 |
|
2023
Q2 | $8.13K | Sell |
182
-11
| -6% | -$491 | ﹤0.01% | 594 |
|
2023
Q1 | $8.92K | Buy |
193
+11
| +6% | +$508 | ﹤0.01% | 524 |
|
2022
Q4 | $7.33K | Buy |
182
+14
| +8% | +$564 | ﹤0.01% | 622 |
|
2022
Q3 | $7K | Sell |
168
-9
| -5% | -$375 | ﹤0.01% | 524 |
|
2022
Q2 | $8K | Buy |
+177
| New | +$8K | ﹤0.01% | 488 |
|
2021
Q4 | $11K | Buy |
200
+9
| +5% | +$495 | ﹤0.01% | 456 |
|
2021
Q3 | $9K | Buy |
+191
| New | +$9K | ﹤0.01% | 475 |
|