Northwestern Mutual 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 | $201K | Buy |
4,723
+340
| +8% | +$14.5K | ﹤0.01% | 1746 |
|
|
2025
Q1 | $187K | Buy |
4,383
+1,465
| +50% | +$62.6K | ﹤0.01% | 1690 |
|
|
2024
Q4 | $125K | Buy |
2,918
+571
| +24% | +$24.5K | ﹤0.01% | 1834 |
|
|
2024
Q3 | $126K | Buy |
2,347
+1,784
| +317% | +$96.1K | ﹤0.01% | 1804 |
|
|
2024
Q2 | $25.5K | Buy |
563
+14
| +3% | +$633 | ﹤0.01% | 2321 |
|
|
2024
Q1 | $24.8K | Buy |
549
+25
| +5% | +$1.13K | ﹤0.01% | 2342 |
|
|
2023
Q4 | $24.3K | Sell |
524
-52
| -9% | -$2.41K | ﹤0.01% | 2339 |
|
|
2023
Q3 | $22K | Buy |
576
+172
| +43% | +$6.56K | ﹤0.01% | 2286 |
|
|
2023
Q2 | $18K | Buy |
404
+1
| +0.2% | +$45 | ﹤0.01% | 2360 |
|
|
2023
Q1 | $18.6K | Sell |
403
-21
| -5% | -$971 | ﹤0.01% | 2277 |
|
|
2022
Q4 | $17.1K | Sell |
424
-23
| -5% | -$927 | ﹤0.01% | 2304 |
|
|
2022
Q3 | $18K | Buy |
447
+65
| +17% | +$2.62K | ﹤0.01% | 2256 |
|
|
2022
Q2 | $16K | Buy |
382
+209
| +121% | +$8.75K | ﹤0.01% | 2343 |
|
|
2022
Q1 | $9K | Sell |
173
-304
| -64% | -$15.8K | ﹤0.01% | 2564 |
|
|
2021
Q4 | $28K | Buy |
477
+398
| +504% | +$23.4K | ﹤0.01% | 2187 |
|
|
2021
Q3 | $4K | Sell |
79
-379
| -83% | -$19.2K | ﹤0.01% | 2709 |
|
|
2021
Q2 | $21K | Buy |
458
+379
| +480% | +$17.4K | ﹤0.01% | 2175 |
|
|
2021
Q1 | $3K | Sell |
79
-479
| -86% | -$18.2K | ﹤0.01% | 2524 |
|
|
2020
Q4 | $18K | Buy |
558
+511
| +1,087% | +$16.5K | ﹤0.01% | 2001 |
|
|
2020
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 2331 |
|
|
2019
Q4 | – | Sell |
-87
| Closed | -$3K | – | 2422 |
|
|
2019
Q3 | $3K | Sell |
87
-11
| -11% | -$379 | ﹤0.01% | 2192 |
|
|
2019
Q2 | $3K | Sell |
98
-236
| -71% | -$7.22K | ﹤0.01% | 2210 |
|
|
2019
Q1 | $11K | Buy |
334
+171
| +105% | +$5.63K | ﹤0.01% | 1916 |
|
|
2018
Q4 | $5K | Sell |
163
-86
| -35% | -$2.64K | ﹤0.01% | 2021 |
|
|
2018
Q3 | $7K | Buy |
249
+99
| +66% | +$2.78K | ﹤0.01% | 2015 |
|
|
2018
Q2 | $5K | Buy |
150
+64
| +74% | +$2.13K | ﹤0.01% | 2004 |
|
|
2018
Q1 | $2K | Sell |
86
-132
| -61% | -$3.07K | ﹤0.01% | 2030 |
|
|
2017
Q4 | $6K | Buy |
218
+132
| +153% | +$3.63K | ﹤0.01% | 1881 |
|
|
2017
Q3 | $2K | Sell |
86
-59
| -41% | -$1.37K | ﹤0.01% | 1959 |
|
|
2017
Q2 | $3K | Hold |
145
| – | – | ﹤0.01% | 1820 |
|
|
2017
Q1 | $4K | Hold |
145
| – | – | ﹤0.01% | 1745 |
|
|
2016
Q4 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 1891 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$11K | – | 1622 |
|
|
2015
Q3 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 1052 |
|