Jackson Grant Investment Advisers’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
400
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $17.1K | Hold |
400
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $17.1K | Hold |
400
| – | – | 0.01% | 238 |
|
|
2024
Q3 | $21.5K | Hold |
400
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $18.1K | Hold |
400
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $18.1K | Hold |
400
| – | – | 0.01% | 229 |
|
|
2023
Q4 | $18.5K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $15.3K | Hold |
400
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $17.9K | Hold |
400
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $18.5K | Hold |
400
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $16.1K | Hold |
400
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $16K | Hold |
400
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $17K | Hold |
400
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $21K | Hold |
400
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $23K | Hold |
400
| – | – | 0.01% | 225 |
|
|
2021
Q3 | $19K | Hold |
400
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $19K | Buy |
400
+55
| +16% | +$2.61K | 0.01% | 301 |
|
|
2021
Q1 | $13K | Buy |
+345
| New | +$13K | 0.01% | 323 |
|