Number of Shares
2,483.00
Current Holdings Value*
$106,050.00
% of Portfolio
0.48%
Total Estimate Gain
$119,273.30
% of Total Estimate Gain
21.95%

Small Company Value Portfolio's CubeSmart Holding Summary

As of 2025-03-31, Small Company Value Portfolio held 2,483.00 shares of CubeSmart(CUBE), totaling $106,050.00. This investment constitutes 0.48% of their stock portfolio, and Small Company Value Portfolio now holds 0% of the outstanding CubeSmart(CUBE) stock.

The initial trade took place in 2019Q4. And since then Small Company Value Portfolio has made 3 purchases of CUBE, at an average price of $33.07, for a total of 16,432.00 shares. In addition, there have been 16 sales at an average price of $39.97 for 13,949.00 shares. Based on historical transaction data and CUBE's current price of $42.37, Small Company Value Portfolio's estimated gain on his CUBE holdings is $119,273.30, reflecting a 21.95% gain to date.

Small Company Value Portfolio CUBE ($42.37) Holding Chart

Small Company Value Portfolio CUBE ($42.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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