IFP Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.8K | Buy |
1,532
+1,349
| +737% | +$62.3K | ﹤0.01% | 1853 |
|
|
2025
Q1 | $7.81K | Buy |
183
+51
| +39% | +$2.18K | ﹤0.01% | 2658 |
|
|
2024
Q4 | $5.65K | Buy |
132
+53
| +67% | +$2.27K | ﹤0.01% | 2744 |
|
|
2024
Q3 | $4.26K | Sell |
79
-1,305
| -94% | -$70.4K | ﹤0.01% | 2715 |
|
|
2024
Q2 | $62.6K | Sell |
1,384
-2,618
| -65% | -$118K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $181K | Buy |
4,002
+381
| +11% | +$17.2K | 0.01% | 1048 |
|
|
2023
Q4 | $168K | Buy |
3,621
+3,481
| +2,486% | +$161K | 0.01% | 1027 |
|
|
2023
Q3 | $5.34K | Sell |
140
-297
| -68% | -$11.3K | ﹤0.01% | 2477 |
|
|
2023
Q2 | $19.5K | Buy |
437
+387
| +774% | +$17.3K | ﹤0.01% | 2011 |
|
|
2023
Q1 | $1.55K | Sell |
50
-31
| -38% | -$960 | ﹤0.01% | 2975 |
|
|
2022
Q4 | $4K | Sell |
81
-346
| -81% | -$17.1K | ﹤0.01% | 3873 |
|
|
2022
Q3 | $19K | Sell |
427
-147
| -26% | -$6.54K | ﹤0.01% | 3119 |
|
|
2022
Q2 | $22K | Hold |
574
| – | – | ﹤0.01% | 2748 |
|
|
2022
Q1 | $22K | Buy |
+574
| New | +$22K | ﹤0.01% | 2748 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$1K | – | 3348 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2940 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2846 |
|
|
2021
Q1 | $1K | Sell |
18
-61
| -77% | -$3.39K | ﹤0.01% | 2770 |
|
|
2020
Q4 | $3K | Sell |
79
-32
| -29% | -$1.22K | ﹤0.01% | 2464 |
|
|
2020
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 2240 |
|
|
2020
Q2 | $3K | Buy |
111
+33
| +42% | +$892 | ﹤0.01% | 2228 |
|
|
2020
Q1 | $2K | Sell |
78
-23
| -23% | -$590 | ﹤0.01% | 2308 |
|
|
2019
Q4 | $4K | Buy |
101
+49
| +94% | +$1.94K | ﹤0.01% | 2244 |
|
|
2019
Q3 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 2657 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2192 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 3237 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3621 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 3653 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 3614 |
|
|
2017
Q4 | $1K | Sell |
18
-15
| -45% | -$833 | ﹤0.01% | 3614 |
|
|
2017
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 3839 |
|
|
2017
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 3826 |
|
|
2017
Q1 | $1K | Sell |
33
-80
| -71% | -$2.42K | ﹤0.01% | 3744 |
|
|
2016
Q4 | $3K | Sell |
113
-104
| -48% | -$2.76K | ﹤0.01% | 3468 |
|
|
2016
Q3 | $6K | Buy |
217
+15
| +7% | +$415 | ﹤0.01% | 3109 |
|
|
2016
Q2 | $6K | Buy |
202
+184
| +1,022% | +$5.47K | ﹤0.01% | 3001 |
|
|
2016
Q1 | $1K | Sell |
18
-336
| -95% | -$18.7K | ﹤0.01% | 2192 |
|
|
2015
Q4 | $11K | Buy |
+354
| New | +$11K | ﹤0.01% | 2501 |
|