IFP Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $94.6K | Buy |
2,580
+851
| +49% | +$32.6K | ﹤0.01% | 1880 |
|
|
2025
Q4 | $62.3K | Buy |
1,729
+1,081
| +167% | +$41.1K | ﹤0.01% | 2061 |
|
|
2025
Q3 | $26.3K | Sell |
648
-884
| -58% | -$36K | ﹤0.01% | 2434 |
|
|
2025
Q2 | $70.8K | Buy |
1,532
+1,349
| +737% | +$55.9K | ﹤0.01% | 1853 |
|
|
2025
Q1 | $7.81K | Buy |
183
+51
| +39% | +$2.13K | ﹤0.01% | 2658 |
|
|
2024
Q4 | $5.65K | Buy |
132
+53
| +67% | +$2.54K | ﹤0.01% | 2744 |
|
|
2024
Q3 | $4.26K | Sell |
79
-1,305
| -94% | -$64.8K | ﹤0.01% | 2715 |
|
|
2024
Q2 | $62.6K | Sell |
1,384
-2,618
| -65% | -$113K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $181K | Buy |
4,002
+381
| +11% | +$16.9K | 0.01% | 1048 |
|
|
2023
Q4 | $168K | Buy |
3,621
+3,481
| +2,486% | +$137K | 0.01% | 1027 |
|
|
2023
Q3 | $5.34K | Sell |
140
-297
| -68% | -$12.5K | ﹤0.01% | 2477 |
|
|
2023
Q2 | $19.5K | Buy |
437
+387
| +774% | +$17.6K | ﹤0.01% | 2011 |
|
|
2023
Q1 | $1.55K | Sell |
50
-31
| -38% | -$1.39K | ﹤0.01% | 2975 |
|
|
2022
Q4 | $4K | Sell |
81
-346
| -81% | -$13.9K | ﹤0.01% | 3873 |
|
|
2022
Q3 | $19K | Sell |
427
-147
| -26% | -$6.63K | ﹤0.01% | 3118 |
|
|
2022
Q2 | $22K | Hold |
574
| – | – | ﹤0.01% | 2747 |
|
|
2022
Q1 | $22K | Buy |
+574
| New | +$29.1K | ﹤0.01% | 2747 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$1K | – | 3399 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3004 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2879 |
|
|
2021
Q1 | $1K | Sell |
18
-61
| -77% | -$2.2K | ﹤0.01% | 2806 |
|
|
2020
Q4 | $3K | Sell |
79
-32
| -29% | -$1.07K | ﹤0.01% | 2485 |
|
|
2020
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q2 | $3K | Buy |
111
+33
| +42% | +$872 | ﹤0.01% | 2249 |
|
|
2020
Q1 | $2K | Sell |
78
-23
| -23% | -$691 | ﹤0.01% | 2343 |
|
|
2019
Q4 | $4K | Buy |
101
+49
| +94% | +$1.57K | ﹤0.01% | 2253 |
|
|
2019
Q3 | $2K | Buy |
+52
| New | +$1.81K | ﹤0.01% | 2669 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2192 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 3288 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3662 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 3704 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 3614 |
|
|
2017
Q4 | $1K | Sell |
18
-15
| -45% | -$419 | ﹤0.01% | 3665 |
|
|
2017
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 3879 |
|
|
2017
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 3860 |
|
|
2017
Q1 | $1K | Sell |
33
-80
| -71% | -$2.1K | ﹤0.01% | 3779 |
|
|
2016
Q4 | $3K | Sell |
113
-104
| -48% | -$2.66K | ﹤0.01% | 3496 |
|
|
2016
Q3 | $6K | Buy |
217
+15
| +7% | +$430 | ﹤0.01% | 3126 |
|
|
2016
Q2 | $6K | Buy |
202
+184
| +1,022% | +$5.74K | ﹤0.01% | 3013 |
|
|
2016
Q1 | $1K | Sell |
18
-336
| -95% | -$10.3K | ﹤0.01% | 2186 |
|
|
2015
Q4 | $11K | Buy |
+354
| New | +$10.2K | ﹤0.01% | 2516 |
|
Other funds holding CUBE
VPM
VCM
