Creative Planning’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
35,213
+14,323
| +69% | +$609K | ﹤0.01% | 1537 |
|
|
2025
Q1 | $892K | Buy |
20,890
+984
| +5% | +$42K | ﹤0.01% | 1801 |
|
|
2024
Q4 | $853K | Buy |
19,906
+1,571
| +9% | +$67.3K | ﹤0.01% | 1761 |
|
|
2024
Q3 | $987K | Buy |
18,335
+2,307
| +14% | +$124K | ﹤0.01% | 1522 |
|
|
2024
Q2 | $724K | Buy |
16,028
+1,340
| +9% | +$60.5K | ﹤0.01% | 1644 |
|
|
2024
Q1 | $664K | Buy |
14,688
+278
| +2% | +$12.6K | ﹤0.01% | 1637 |
|
|
2023
Q4 | $668K | Sell |
14,410
-1,079
| -7% | -$50K | ﹤0.01% | 1494 |
|
|
2023
Q3 | $591K | Sell |
15,489
-2,320
| -13% | -$88.5K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $795K | Sell |
17,809
-1,380
| -7% | -$61.6K | ﹤0.01% | 1248 |
|
|
2023
Q1 | $887K | Buy |
19,189
+3,435
| +22% | +$159K | ﹤0.01% | 1138 |
|
|
2022
Q4 | $634K | Buy |
15,754
+2,211
| +16% | +$89K | ﹤0.01% | 1291 |
|
|
2022
Q3 | $543K | Buy |
13,543
+729
| +6% | +$29.2K | ﹤0.01% | 1274 |
|
|
2022
Q2 | $547K | Buy |
12,814
+1,134
| +10% | +$48.4K | ﹤0.01% | 1263 |
|
|
2022
Q1 | $608K | Buy |
11,680
+10
| +0.1% | +$521 | ﹤0.01% | 1228 |
|
|
2021
Q4 | $664K | Buy |
11,670
+219
| +2% | +$12.5K | ﹤0.01% | 1151 |
|
|
2021
Q3 | $555K | Sell |
11,451
-189
| -2% | -$9.16K | ﹤0.01% | 1230 |
|
|
2021
Q2 | $539K | Sell |
11,640
-12,424
| -52% | -$575K | ﹤0.01% | 1238 |
|
|
2021
Q1 | $910K | Buy |
24,064
+509
| +2% | +$19.2K | ﹤0.01% | 1062 |
|
|
2020
Q4 | $792K | Buy |
23,555
+12,272
| +109% | +$413K | ﹤0.01% | 1048 |
|
|
2020
Q3 | $365K | Buy |
11,283
+429
| +4% | +$13.9K | ﹤0.01% | 1276 |
|
|
2020
Q2 | $293K | Buy |
10,854
+1,057
| +11% | +$28.5K | ﹤0.01% | 1303 |
|
|
2020
Q1 | $262K | Hold |
9,797
| – | – | ﹤0.01% | 1222 |
|
|
2019
Q4 | $308K | Hold |
9,797
| – | – | ﹤0.01% | 1380 |
|
|
2019
Q3 | $342K | Sell |
9,797
-558
| -5% | -$19.5K | ﹤0.01% | 1270 |
|
|
2019
Q2 | $346K | Buy |
10,355
+699
| +7% | +$23.4K | ﹤0.01% | 1273 |
|
|
2019
Q1 | $309K | Hold |
9,656
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q4 | $277K | Sell |
9,656
-521
| -5% | -$14.9K | ﹤0.01% | 1273 |
|
|
2018
Q3 | $290K | Sell |
10,177
-100
| -1% | -$2.85K | ﹤0.01% | 1412 |
|
|
2018
Q2 | $331K | Buy |
10,277
+338
| +3% | +$10.9K | ﹤0.01% | 1304 |
|
|
2018
Q1 | $280K | Buy |
9,939
+62
| +0.6% | +$1.75K | ﹤0.01% | 1369 |
|
|
2017
Q4 | $286K | Buy |
9,877
+21
| +0.2% | +$608 | ﹤0.01% | 1379 |
|
|
2017
Q3 | $256K | Buy |
9,856
+9,256
| +1,543% | +$240K | ﹤0.01% | 1425 |
|
|
2017
Q2 | $14K | Buy |
600
+500
| +500% | +$11.7K | ﹤0.01% | 3365 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 4067 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 4038 |
|
|
2016
Q3 | $3K | Sell |
100
-302
| -75% | -$9.06K | ﹤0.01% | 3972 |
|
|
2016
Q2 | $12K | Sell |
402
-198
| -33% | -$5.91K | ﹤0.01% | 3077 |
|
|
2016
Q1 | $20K | Buy |
600
+500
| +500% | +$16.7K | ﹤0.01% | 2724 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 3814 |
|
|
2015
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3750 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$2K | – | 1435 |
|
|
2015
Q1 | $2K | Sell |
100
-150
| -60% | -$3K | ﹤0.01% | 3755 |
|
|
2014
Q4 | $6K | Buy |
250
+150
| +150% | +$3.6K | ﹤0.01% | 3325 |
|
|
2014
Q3 | $2K | Sell |
100
-178
| -64% | -$3.56K | ﹤0.01% | 3548 |
|
|
2014
Q2 | $5K | Buy |
278
+178
| +178% | +$3.2K | ﹤0.01% | 3117 |
|
|
2014
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3261 |
|