Glassman Wealth Services’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$464 | – | 597 |
|
|
2023
Q4 | $464 | Sell |
10
-22
| -69% | -$1.02K | ﹤0.01% | 1734 |
|
|
2023
Q3 | $1.22K | Buy |
32
+16
| +100% | +$610 | ﹤0.01% | 1494 |
|
|
2023
Q2 | $715 | Hold |
16
| – | – | ﹤0.01% | 1552 |
|
|
2023
Q1 | $740 | Hold |
16
| – | – | ﹤0.01% | 1528 |
|
|
2022
Q4 | $644 | Buy |
16
+3
| +23% | +$121 | ﹤0.01% | 1563 |
|
|
2022
Q3 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 1367 |
|
|
2022
Q2 | $1K | Sell |
12
-69
| -85% | -$5.75K | ﹤0.01% | 1381 |
|
|
2022
Q1 | $4K | Buy |
81
+71
| +710% | +$3.51K | ﹤0.01% | 1049 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1344 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1625 |
|
|
2021
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1486 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1381 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1351 |
|
|
2020
Q2 | $0 | Buy |
10
+4
| +67% | – | ﹤0.01% | 1279 |
|
|
2020
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1206 |
|