IFG Advisory’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
9,454
+817
| +9% | +$34.7K | 0.02% | 520 |
|
|
2025
Q1 | $369K | Buy |
8,637
+172
| +2% | +$7.35K | 0.02% | 504 |
|
|
2024
Q4 | $363K | Buy |
+8,465
| New | +$363K | 0.02% | 490 |
|
|
2024
Q3 | – | Sell |
-8,432
| Closed | -$381K | – | 429 |
|
|
2024
Q2 | $381K | Buy |
+8,432
| New | +$381K | 0.02% | 452 |
|
|
2024
Q1 | – | Sell |
-8,662
| Closed | -$402K | – | 411 |
|
|
2023
Q4 | $402K | Buy |
8,662
+372
| +4% | +$17.2K | 0.03% | 408 |
|
|
2023
Q3 | $316K | Buy |
+8,290
| New | +$316K | 0.03% | 427 |
|