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Focused Wealth Management’s CubeSmart CUBE Stock Holding History

Focused Wealth Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-500
Closed -$23.1K – 1091
2023
Q1
$23.1K Hold
500
– – ﹤0.01% 427
2022
Q4
$20.1K Hold
500
– – ﹤0.01% 424
2022
Q3
$20K Hold
500
– – ﹤0.01% 394
2022
Q2
$21K Hold
500
– – ﹤0.01% 394
2022
Q1
$26K Buy
+500
New +$25.3K ﹤0.01% 397
2021
Q4
– Sell
-1,400
Closed -$68K – 1008
2021
Q3
$68K Buy
+1,400
New +$70.7K 0.01% 347

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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