Nicola Wealth Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
320,300
+31,300
| +11% | +$1.33M | 1.28% | 30 |
|
|
2025
Q1 | $12.3M | Hold |
289,000
| – | – | 1.2% | 33 |
|
|
2024
Q4 | $12.4M | Sell |
289,000
-65,000
| -18% | -$2.79M | 1.17% | 36 |
|
|
2024
Q3 | $19.1M | Hold |
354,000
| – | – | 1.51% | 27 |
|
|
2024
Q2 | $16M | Sell |
354,000
-17,713
| -5% | -$800K | 1.43% | 27 |
|
|
2024
Q1 | $17.1M | Buy |
371,713
+6,100
| +2% | +$280K | 1.66% | 23 |
|
|
2023
Q4 | $17.1M | Buy |
365,613
+48,300
| +15% | +$2.26M | 1.8% | 23 |
|
|
2023
Q3 | $12.3M | Buy |
317,313
+47,653
| +18% | +$1.84M | 1.32% | 29 |
|
|
2023
Q2 | $12M | Sell |
269,660
-20,440
| -7% | -$913K | 1.18% | 32 |
|
|
2023
Q1 | $13.4M | Buy |
+290,100
| New | +$13.4M | 1.32% | 25 |
|