Janiczek Wealth Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $19K | Hold |
420
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $19K | Hold |
420
| – | – | ﹤0.01% | 580 |
|
|
2023
Q4 | $19.5K | Sell |
420
-210
| -33% | -$9.74K | ﹤0.01% | 546 |
|
|
2023
Q3 | $24K | Buy |
630
+328
| +109% | +$12.5K | 0.01% | 496 |
|
|
2023
Q2 | $13.5K | Hold |
302
| – | – | ﹤0.01% | 513 |
|
|
2023
Q1 | $13.9K | Hold |
302
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $12.8K | Sell |
302
-74
| -20% | -$3.14K | ﹤0.01% | 519 |
|
|
2022
Q3 | $14K | Sell |
376
-56
| -13% | -$2.09K | ﹤0.01% | 491 |
|
|
2022
Q2 | $20K | Buy |
432
+3
| +0.7% | +$139 | 0.01% | 466 |
|
|
2022
Q1 | $22K | Buy |
429
+98
| +30% | +$5.03K | 0.01% | 431 |
|
|
2021
Q4 | $19K | Hold |
331
| – | – | 0.01% | 487 |
|
|
2021
Q3 | $16K | Hold |
331
| – | – | 0.01% | 492 |
|
|
2021
Q2 | $15K | Hold |
331
| – | – | 0.01% | 486 |
|
|
2021
Q1 | $13K | Buy |
331
+49
| +17% | +$1.92K | 0.01% | 474 |
|
|
2020
Q4 | $9K | Buy |
282
+130
| +86% | +$4.15K | ﹤0.01% | 487 |
|
|
2020
Q3 | $5K | Buy |
+152
| New | +$5K | ﹤0.01% | 331 |
|