J.P. Morgan Private Wealth Advisors’s CubeSmart CUBE Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio CUBE Stock Details CUBE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.87M	Buy	153,850 +670	+0.4%	+$25.5K	0.02%	473
2023 Q2	$6.84M	Buy	153,180 +14,543	+10%	+$649K	0.04%	290
2023 Q1	$6.41M	Buy	138,637 +82,190	+146%	+$3.8M	0.01%	533
2022 Q4	$2.27M	Buy	56,447 +11,537	+26%	+$464K	0.01%	801
2022 Q3	$1.8M	Buy	44,910 +2,004	+5%	+$80.3K	﹤0.01%	883
2022 Q2	$1.83M	Buy	42,906 +483	+1%	+$20.6K	﹤0.01%	879
2022 Q1	$2.21M	Sell	42,423 -132	-0.3%	-$6.87K	﹤0.01%	866
2021 Q4	$2.42M	Buy	42,555 +79	+0.2%	+$4.5K	0.01%	829
2021 Q3	$2.06M	Sell	42,476 -8,108	-16%	-$393K	0.01%	889
2021 Q2	$2.34M	Sell	50,584 -5,447	-10%	-$252K	0.01%	812
2021 Q1	$2.12M	Buy	56,031 +2,950	+6%	+$112K	0.01%	743
2020 Q4	$1.78M	Sell	53,081 -256	-0.5%	-$8.6K	0.01%	779
2020 Q3	$1.72M	Sell	53,337 -1,515	-3%	-$48.9K	0.01%	693
2020 Q2	$1.48M	Sell	54,852 -3,288	-6%	-$88.7K	0.01%	676
2020 Q1	$1.56M	Sell	58,140 -13,031	-18%	-$349K	0.01%	592
2019 Q4	$2.24M	Sell	71,171 -1,083	-1%	-$34.1K	0.01%	593
2019 Q3	$2.52M	Sell	72,254 -56	-0.1%	-$1.96K	0.01%	543
2019 Q2	$2.42M	Sell	72,310 -2,726	-4%	-$91.2K	0.01%	555
2019 Q1	$2.4M	Sell	75,036 -18,271	-20%	-$585K	0.01%	571
2018 Q4	$2.68M	Buy	93,307 +13,592	+17%	+$390K	0.02%	515
2018 Q3	$2.27M	Buy	79,715 +3,458	+5%	+$98.6K	0.01%	597
2018 Q2	$2.46M	Buy	76,257 +29,849	+64%	+$962K	0.01%	556
2018 Q1	$1.31M	Buy	46,408 +5,051	+12%	+$142K	0.01%	584
2017 Q4	$1.2M	Buy	41,357 +7,781	+23%	+$225K	0.01%	612
2017 Q3	$872K	Buy	33,576 +1,158	+4%	+$30.1K	0.01%	669
2017 Q2	$779K	Sell	32,418 -27,174	-46%	-$653K	0.01%	685
2017 Q1	$1.55M	Buy	59,592 +3,596	+6%	+$93.4K	0.01%	529
2016 Q4	$1.5M	Buy	55,996 +3,110	+6%	+$83.3K	0.01%	494
2016 Q3	$1.44M	Buy	52,886 +556	+1%	+$15.1K	0.01%	512
2016 Q2	$1.62M	Sell	52,330 -302	-0.6%	-$9.32K	0.02%	492
2016 Q1	$1.75M	Buy	52,632 +4,430	+9%	+$148K	0.02%	429
2015 Q4	$1.48M	Buy	+48,202	New	+$1.48M	0.02%	441