Donoghue Forlines’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,817
| Closed | -$690K | – | 139 |
|
2024
Q3 | $690K | Hold |
12,817
| – | – | 0.2% | 131 |
|
2024
Q2 | $579K | Buy |
12,817
+1,941
| +18% | +$87.7K | 0.16% | 148 |
|
2024
Q1 | $492K | Sell |
10,876
-1,675
| -13% | -$75.7K | 0.14% | 166 |
|
2023
Q4 | $582K | Buy |
12,551
+1,368
| +12% | +$63.4K | 0.18% | 149 |
|
2023
Q3 | $426K | Buy |
11,183
+2,903
| +35% | +$111K | 0.15% | 170 |
|
2023
Q2 | $370K | Buy |
+8,280
| New | +$370K | 0.12% | 198 |
|