TD Private Client Wealth’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $339K | Buy |
7,979
+5,435
| +214% | +$231K | 0.01% | 533 |
|
2025
Q1 | $109K | Buy |
2,544
+573
| +29% | +$24.5K | ﹤0.01% | 694 |
|
2024
Q4 | $84.5K | Sell |
1,971
-10,281
| -84% | -$441K | ﹤0.01% | 737 |
|
2024
Q3 | $660K | Sell |
12,252
-44
| -0.4% | -$2.37K | 0.02% | 426 |
|
2024
Q2 | $555K | Sell |
12,296
-346
| -3% | -$15.6K | 0.02% | 423 |
|
2024
Q1 | $572K | Buy |
12,642
+783
| +7% | +$35.4K | 0.02% | 429 |
|
2023
Q4 | $550K | Sell |
11,859
-1,147
| -9% | -$53.2K | 0.02% | 424 |
|
2023
Q3 | $496K | Sell |
13,006
-3,428
| -21% | -$131K | 0.02% | 412 |
|
2023
Q2 | $734K | Buy |
16,434
+114
| +0.7% | +$5.09K | 0.03% | 384 |
|
2023
Q1 | $754K | Buy |
16,320
+7,148
| +78% | +$330K | 0.03% | 369 |
|
2022
Q4 | $369K | Buy |
9,172
+8,192
| +836% | +$330K | 0.02% | 464 |
|
2022
Q3 | $39.3K | Buy |
980
+440
| +81% | +$17.6K | ﹤0.01% | 770 |
|
2022
Q2 | $23.1K | Buy |
540
+246
| +84% | +$10.5K | ﹤0.01% | 889 |
|
2022
Q1 | $15.3K | Buy |
+294
| New | +$15.3K | ﹤0.01% | 986 |
|
2020
Q2 | – | Sell |
-10
| Closed | -$268 | – | 1119 |
|
2020
Q1 | $268 | Sell |
10
-62
| -86% | -$1.66K | ﹤0.01% | 1019 |
|
2019
Q4 | $2.27K | Buy |
+72
| New | +$2.27K | ﹤0.01% | 895 |
|