SWS
SYSTM Wealth Solutions’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $112K | Sell |
2,077
-74,385
| -97% | -$4M | 3.39% | 17 |
|
|
2024
Q2 | $3.45M | Sell |
76,462
-11,663
| -13% | -$527K | 0.77% | 38 |
|
|
2024
Q1 | $4.01M | Sell |
88,125
-8,624
| -9% | -$392K | 0.51% | 51 |
|
|
2023
Q4 | $4.51M | Buy |
+96,749
| New | +$4.51M | 0.62% | 37 |
|