Focused Wealth Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$23.1K | – | 1020 |
|
|
2023
Q1 | $23.1K | Hold |
500
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $20.1K | Hold |
500
| – | – | ﹤0.01% | 420 |
|
|
2022
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $26K | Buy |
+500
| New | +$26K | ﹤0.01% | 389 |
|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$68K | – | 948 |
|
|
2021
Q3 | $68K | Buy |
+1,400
| New | +$68K | 0.01% | 339 |
|