KFS
Kaizen Financial Strategies’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
4,866
+175
| +4% | +$7.44K | 0.11% | 143 |
|
|
2025
Q1 | $200K | Sell |
4,691
-91
| -2% | -$3.89K | 0.12% | 135 |
|
|
2024
Q4 | $205K | Sell |
4,782
-399
| -8% | -$17.1K | 0.12% | 127 |
|
|
2024
Q3 | $279K | Hold |
5,181
| – | – | 0.16% | 102 |
|
|
2024
Q2 | $252K | Buy |
5,181
+110
| +2% | +$5.36K | 0.16% | 105 |
|
|
2024
Q1 | $229K | Buy |
5,071
+23
| +0.5% | +$1.04K | 0.16% | 109 |
|
|
2023
Q4 | $234K | Buy |
+5,048
| New | +$234K | 0.18% | 94 |
|
|
2023
Q3 | – | Sell |
-4,952
| Closed | -$227K | – | 112 |
|
|
2023
Q2 | $227K | Buy |
4,952
+51
| +1% | +$2.33K | 0.19% | 98 |
|
|
2023
Q1 | $227K | Buy |
4,901
+55
| +1% | +$2.54K | 0.22% | 88 |
|
|
2022
Q4 | $202K | Sell |
4,846
-1,086
| -18% | -$45.3K | 0.2% | 115 |
|
|
2022
Q3 | $238K | Buy |
5,932
+61
| +1% | +$2.45K | 0.24% | 94 |
|
|
2022
Q2 | $251K | Buy |
5,871
+46
| +0.8% | +$1.97K | 0.25% | 95 |
|
|
2022
Q1 | $303K | Sell |
5,825
-2,233
| -28% | -$116K | 0.24% | 101 |
|
|
2021
Q4 | $459K | Sell |
8,058
-667
| -8% | -$38K | 0.34% | 75 |
|
|
2021
Q3 | $423K | Buy |
+8,725
| New | +$423K | 0.34% | 78 |
|
|
2021
Q1 | $329K | Sell |
8,707
-1,225
| -12% | -$46.3K | 0.31% | 95 |
|
|
2020
Q4 | $334K | Buy |
+9,932
| New | +$334K | 0.37% | 81 |
|