Naviter Wealth’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,918
| Closed | -$345K | – | 202 |
|
|
2022
Q4 | $345K | Buy |
7,918
+848
| +12% | +$37K | 0.09% | 174 |
|
|
2022
Q3 | $286K | Buy |
7,070
+906
| +15% | +$36.7K | 0.12% | 165 |
|
|
2022
Q2 | $266K | Sell |
6,164
-163
| -3% | -$7.03K | 0.11% | 164 |
|
|
2022
Q1 | $332K | Sell |
6,327
-175
| -3% | -$9.18K | 0.11% | 81 |
|
|
2021
Q4 | $373K | Buy |
+6,502
| New | +$373K | 0.11% | 86 |
|