Financial Gravity Asset Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.79K | Buy |
+42
| New | +$1.79K | ﹤0.01% | 833 |
|
2022
Q1 | – | Sell |
-228
| Closed | -$53 | – | 920 |
|
2021
Q4 | $53 | Buy |
228
+226
| +11,300% | +$53 | ﹤0.01% | 714 |
|
2021
Q3 | $48K | Hold |
2
| – | – | 0.02% | 580 |
|
2021
Q2 | $46K | Hold |
2
| – | – | 0.02% | 594 |
|
2021
Q1 | $61 | Buy |
+2
| New | +$61 | ﹤0.01% | 540 |
|
2019
Q4 | – | Sell |
-99
| Closed | -$3K | – | 1438 |
|
2019
Q3 | $3K | Buy |
+99
| New | +$3K | ﹤0.01% | 789 |
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 1309 |
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1358 |
|
2018
Q3 | $277K | Buy |
+9,368
| New | +$277K | 0.29% | 66 |
|