A detailed history of Kaizen Financial Strategies transactions in Cube Smart stock. As of the latest transaction made, Kaizen Financial Strategies holds 5,071 shares of CUBE stock, worth $223,833. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,071
Previous 5,048 0.46%
Holding current value
$223,833
Previous $233,000 1.72%
% of portfolio
0.13%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$42.72 - $47.76 $982 - $1,098
23 Added 0.46%
5,071 $229,000
Q4 2023

Jan 18, 2024

BUY
$33.28 - $47.43 $167,997 - $239,426
5,048 New
5,048 $233,000
Q2 2023

Aug 07, 2023

BUY
$43.38 - $48.48 $2,212 - $2,472
51 Added 1.04%
4,952 $221,000
Q1 2023

May 10, 2023

BUY
$38.98 - $48.65 $2,143 - $2,675
55 Added 1.13%
4,901 $226,000
Q4 2022

Jan 18, 2023

SELL
$37.24 - $43.31 $40,442 - $47,034
-1,086 Reduced 18.31%
4,846 $0
Q3 2022

Oct 18, 2022

BUY
$39.28 - $50.61 $2,396 - $3,087
61 Added 1.04%
5,932 $238,000
Q2 2022

Jul 18, 2022

BUY
$38.87 - $54.46 $1,788 - $2,505
46 Added 0.79%
5,871 $251,000
Q1 2022

May 06, 2022

SELL
$47.94 - $54.82 $107,050 - $122,413
-2,233 Reduced 27.71%
5,825 $303,000
Q4 2021

Jan 26, 2022

SELL
$48.03 - $57.02 $32,036 - $38,032
-667 Reduced 7.64%
8,058 $459,000
Q3 2021

Nov 12, 2021

BUY
$46.3 - $54.93 $833 - $988
18 Added 0.21%
8,725 $423,000
Q1 2021

May 28, 2021

SELL
$31.87 - $38.56 $39,040 - $47,236
-1,225 Reduced 12.33%
8,707 $329,000
Q4 2020

Feb 03, 2021

BUY
$31.24 - $34.87 $310,275 - $346,328
9,932 New
9,932 $334,000

Others Institutions Holding CUBE

About CubeSmart


  • Ticker CUBE
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 224,454,000
  • Market Cap $9.91B
  • Description
  • CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and secure storage space for residential and commercial customers. According to the 2020 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-sto...
More about CUBE
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