Impact Partnership Wealth’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+6,192
| New | +$263K | 0.05% | 235 |
|
|
2025
Q1 | – | Sell |
-9,427
| Closed | -$404K | – | 279 |
|
|
2024
Q4 | $404K | Buy |
9,427
+2,448
| +35% | +$105K | 0.08% | 159 |
|
|
2024
Q3 | $376K | Buy |
6,979
+1,050
| +18% | +$56.5K | 0.08% | 142 |
|
|
2024
Q2 | $268K | Buy |
5,929
+5,902
| +21,859% | +$267K | 0.07% | 173 |
|
|
2024
Q1 | $1.22K | Sell |
27
-123
| -82% | -$5.56K | ﹤0.01% | 608 |
|
|
2023
Q4 | $6.95K | Sell |
150
-6,977
| -98% | -$323K | ﹤0.01% | 543 |
|
|
2023
Q3 | $272K | Buy |
7,127
+7,060
| +10,537% | +$269K | 0.08% | 138 |
|
|
2023
Q2 | $2.99K | Buy |
+67
| New | +$2.99K | ﹤0.01% | 578 |
|