Steward Partners Investment Advisory’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.7K | Buy |
2,066
+858
| +71% | +$32.9K | ﹤0.01% | 2547 |
|
|
2025
Q4 | $43.5K | Buy |
1,208
+608
| +101% | +$23.1K | ﹤0.01% | 2748 |
|
|
2025
Q3 | $24.4K | Sell |
600
-109
| -15% | -$4.44K | ﹤0.01% | 3002 |
|
|
2025
Q2 | $30.1K | Sell |
709
-45
| -6% | -$1.87K | ﹤0.01% | 2733 |
|
|
2025
Q1 | $32.2K | Buy |
754
+19
| +3% | +$794 | ﹤0.01% | 2598 |
|
|
2024
Q4 | $31.5K | Sell |
735
-326
| -31% | -$15.6K | ﹤0.01% | 2571 |
|
|
2024
Q3 | $57.1K | Buy |
1,061
+14
| +1% | +$695 | ﹤0.01% | 2162 |
|
|
2024
Q2 | $47.3K | Sell |
1,047
-19
| -2% | -$819 | ﹤0.01% | 2133 |
|
|
2024
Q1 | $48.2K | Sell |
1,066
-182
| -15% | -$8.07K | ﹤0.01% | 2137 |
|
|
2023
Q4 | $57.8K | Sell |
1,248
-1,932
| -61% | -$75.9K | ﹤0.01% | 1915 |
|
|
2023
Q3 | $121K | Sell |
3,180
-3,590
| -53% | -$151K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $302K | Sell |
6,770
-78
| -1% | -$3.54K | ﹤0.01% | 1121 |
|
|
2023
Q1 | $316K | Buy |
6,848
+3,545
| +107% | +$159K | 0.01% | 1090 |
|
|
2022
Q4 | $133K | Sell |
3,303
-68,036
| -95% | -$2.74M | ﹤0.01% | 1424 |
|
|
2022
Q3 | $2.86M | Buy |
71,339
+3,584
| +5% | +$162K | 0.05% | 343 |
|
|
2022
Q2 | $2.89M | Buy |
67,755
+67,635
| +56,363% | +$3.11M | 0.05% | 346 |
|
|
2022
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 2817 |
|
|
2021
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 2716 |
|
|
2021
Q3 | $6K | Buy |
+120
| New | +$6.06K | ﹤0.01% | 2746 |
|
|
2021
Q1 | – | Sell |
-4,224
| Closed | -$142K | – | 3430 |
|
|
2020
Q4 | $142K | Sell |
4,224
-7,197
| -63% | -$241K | ﹤0.01% | 1212 |
|
|
2020
Q3 | $369K | Sell |
11,421
-5,684
| -33% | -$172K | 0.01% | 747 |
|
|
2020
Q2 | $462K | Buy |
17,105
+6,692
| +64% | +$177K | 0.01% | 650 |
|
|
2020
Q1 | $278K | Buy |
10,413
+4,189
| +67% | +$126K | 0.01% | 699 |
|
|
2019
Q4 | $195K | Buy |
6,224
+6,168
| +11,014% | +$198K | 0.01% | 889 |
|
|
2019
Q3 | $1K | Buy |
56
+1
| +2% | +$35 | ﹤0.01% | 2507 |
|
|
2019
Q2 | $1K | Buy |
+55
| New | +$1.81K | ﹤0.01% | 2515 |
|
|
2018
Q4 | – | Sell |
-54
| Closed | -$2K | – | 1037 |
|
|
2018
Q3 | $2K | Buy |
54
+1
| +2% | +$31 | ﹤0.01% | 2354 |
|
|
2018
Q2 | $2K | Sell |
53
-37
| -41% | -$1.11K | ﹤0.01% | 2203 |
|
|
2018
Q1 | $2K | Buy |
+90
| New | +$2.45K | ﹤0.01% | 1996 |
|
Other funds holding CUBE
VPM
VCM
