Lake Street Private Wealth’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51,342
| Closed | -$2.2M | – | 251 |
|
|
2024
Q4 | $2.2M | Buy |
51,342
+3,636
| +8% | +$156K | 0.35% | 67 |
|
|
2024
Q3 | $2.57M | Buy |
47,706
+3,297
| +7% | +$177K | 0.41% | 66 |
|
|
2024
Q2 | $2.01M | Sell |
44,409
-94
| -0.2% | -$4.25K | 0.26% | 92 |
|
|
2024
Q1 | $2.01M | Buy |
44,503
+4,718
| +12% | +$213K | 0.28% | 87 |
|
|
2023
Q4 | $1.84M | Buy |
39,785
+856
| +2% | +$39.7K | 0.29% | 88 |
|
|
2023
Q3 | $1.5M | Buy |
38,929
+2,601
| +7% | +$101K | 0.27% | 98 |
|
|
2023
Q2 | $1.62M | Buy |
36,328
+397
| +1% | +$17.7K | 0.29% | 99 |
|
|
2023
Q1 | $1.66M | Sell |
35,931
-700
| -2% | -$32.4K | 0.31% | 95 |
|
|
2022
Q4 | $1.47M | Buy |
+36,631
| New | +$1.47M | 0.3% | 95 |
|