Concord Wealth Partners’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-43
| Closed | -$1.64K | – | 862 |
|
|
2023
Q3 | $1.64K | Hold |
43
| – | – | ﹤0.01% | 898 |
|
|
2023
Q2 | $1.92K | Hold |
43
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $1.99K | Hold |
43
| – | – | ﹤0.01% | 812 |
|
|
2022
Q4 | $1.73K | Buy |
+43
| New | +$1.73K | ﹤0.01% | 970 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$2K | – | 357 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 1079 |
|
|
2021
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 878 |
|
|
2021
Q1 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 815 |
|