BTW
Boston Trust Walden’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.4M | Buy |
1,162,643
+255,916
| +28% | +$10.9M | 0.35% | 114 |
|
|
2025
Q1 | $38.7M | Buy |
906,727
+176
| +0% | +$7.52K | 0.28% | 138 |
|
|
2024
Q4 | $38.8M | Buy |
906,551
+29,280
| +3% | +$1.25M | 0.27% | 144 |
|
|
2024
Q3 | $47.2M | Sell |
877,271
-7,103
| -0.8% | -$382K | 0.33% | 124 |
|
|
2024
Q2 | $39.9M | Buy |
884,374
+23,179
| +3% | +$1.05M | 0.3% | 134 |
|
|
2024
Q1 | $38.9M | Buy |
861,195
+1,918
| +0.2% | +$86.7K | 0.28% | 131 |
|
|
2023
Q4 | $39.8M | Buy |
859,277
+97,979
| +13% | +$4.54M | 0.3% | 130 |
|
|
2023
Q3 | $29M | Buy |
761,298
+57,347
| +8% | +$2.19M | 0.24% | 143 |
|
|
2023
Q2 | $31.4M | Buy |
703,951
+263,299
| +60% | +$11.8M | 0.26% | 135 |
|
|
2023
Q1 | $20.4M | Buy |
440,652
+11,407
| +3% | +$527K | 0.18% | 168 |
|
|
2022
Q4 | $17.3M | Buy |
429,245
+7,063
| +2% | +$284K | 0.15% | 177 |
|
|
2022
Q3 | $16.9M | Sell |
422,182
-3,287
| -0.8% | -$132K | 0.17% | 174 |
|
|
2022
Q2 | $18.2M | Buy |
425,469
+8,425
| +2% | +$360K | 0.17% | 174 |
|
|
2022
Q1 | $21.7M | Sell |
417,044
-361,811
| -46% | -$18.8M | 0.18% | 167 |
|
|
2021
Q4 | $44.3M | Sell |
778,855
-129,840
| -14% | -$7.39M | 0.36% | 99 |
|
|
2021
Q3 | $44M | Buy |
908,695
+8,350
| +0.9% | +$405K | 0.39% | 92 |
|
|
2021
Q2 | $41.7M | Buy |
900,345
+11,292
| +1% | +$523K | 0.37% | 99 |
|
|
2021
Q1 | $33.6M | Buy |
889,053
+47,614
| +6% | +$1.8M | 0.33% | 111 |
|
|
2020
Q4 | $28.3M | Buy |
841,439
+851
| +0.1% | +$28.6K | 0.3% | 118 |
|
|
2020
Q3 | $27.2M | Buy |
840,588
+31,828
| +4% | +$1.03M | 0.34% | 94 |
|
|
2020
Q2 | $21.8M | Buy |
808,760
+54,949
| +7% | +$1.48M | 0.29% | 109 |
|
|
2020
Q1 | $20.2M | Buy |
753,811
+8,803
| +1% | +$236K | 0.32% | 96 |
|
|
2019
Q4 | $23.5M | Buy |
745,008
+18,453
| +3% | +$581K | 0.27% | 113 |
|
|
2019
Q3 | $25.4M | Buy |
726,555
+22,690
| +3% | +$792K | 0.32% | 93 |
|
|
2019
Q2 | $23.5M | Sell |
703,865
-6,474
| -0.9% | -$216K | 0.31% | 96 |
|
|
2019
Q1 | $22.8M | Buy |
710,339
+2,742
| +0.4% | +$87.9K | 0.31% | 97 |
|
|
2018
Q4 | $20.3M | Sell |
707,597
-8,782
| -1% | -$252K | 0.32% | 92 |
|
|
2018
Q3 | $20.4M | Sell |
716,379
-16,810
| -2% | -$480K | 0.28% | 109 |
|
|
2018
Q2 | $23.6M | Buy |
733,189
+3,053
| +0.4% | +$98.4K | 0.35% | 92 |
|
|
2018
Q1 | $20.6M | Buy |
730,136
+16,825
| +2% | +$474K | 0.31% | 101 |
|
|
2017
Q4 | $20.6M | Buy |
713,311
+145,853
| +26% | +$4.22M | 0.3% | 105 |
|
|
2017
Q3 | $14.7M | Buy |
+567,458
| New | +$14.7M | 0.23% | 133 |
|