Carson Wealth (CWM LLC)’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
4,718
+2,768
| +142% | +$118K | ﹤0.01% | 2162 |
|
|
2025
Q1 | $83K | Buy |
1,950
+371
| +23% | +$15.8K | ﹤0.01% | 2577 |
|
|
2024
Q4 | $68K | Buy |
1,579
+255
| +19% | +$11K | ﹤0.01% | 2557 |
|
|
2024
Q3 | $71K | Buy |
1,324
+123
| +10% | +$6.6K | ﹤0.01% | 2419 |
|
|
2024
Q2 | $54K | Buy |
1,201
+39
| +3% | +$1.75K | ﹤0.01% | 2426 |
|
|
2024
Q1 | $53K | Buy |
1,162
+118
| +11% | +$5.38K | ﹤0.01% | 2249 |
|
|
2023
Q4 | $48K | Sell |
1,044
-131
| -11% | -$6.02K | ﹤0.01% | 2200 |
|
|
2023
Q3 | $45K | Buy |
1,175
+165
| +16% | +$6.32K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $45K | Buy |
1,010
+26
| +3% | +$1.16K | ﹤0.01% | 2065 |
|
|
2023
Q1 | $46K | Sell |
984
-332
| -25% | -$15.5K | ﹤0.01% | 1914 |
|
|
2022
Q4 | $53K | Buy |
1,316
+420
| +47% | +$16.9K | ﹤0.01% | 1693 |
|
|
2022
Q3 | $36K | Sell |
896
-51
| -5% | -$2.05K | ﹤0.01% | 1825 |
|
|
2022
Q2 | $40K | Buy |
947
+8
| +0.9% | +$338 | ﹤0.01% | 1720 |
|
|
2022
Q1 | $49K | Buy |
939
+80
| +9% | +$4.18K | ﹤0.01% | 1616 |
|
|
2021
Q4 | $49K | Buy |
+859
| New | +$49K | ﹤0.01% | 1568 |
|
|
2021
Q2 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2021
Q1 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q4 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q3 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q2 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q1 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2019
Q4 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2019
Q3 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2019
Q2 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1251 |
|
|
2019
Q1 | $72K | Buy |
+1,554
| New | +$72K | ﹤0.01% | 1251 |
|
|
2018
Q1 | – | Sell |
-186
| Closed | -$5K | – | 1428 |
|
|
2017
Q4 | $5K | Buy |
186
+89
| +92% | +$2.39K | ﹤0.01% | 1077 |
|
|
2017
Q3 | $3K | Buy |
+97
| New | +$3K | ﹤0.01% | 1191 |
|