Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-534,360.87
% of Total Estimate Gain
-12.13%

TAX MANAGED SMALL CAP PORTFOLIO's CubeSmart Holding Summary

As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held - shares of CubeSmart(CUBE), totaling N/A. This investment constitutes 0% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0% of the outstanding CubeSmart(CUBE) stock.

The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 4 purchases of CUBE, at an average price of $50.13, for a total of 87,877.00 shares. In addition, there have been 5 sales at an average price of $44.05 for 87,877.00 shares. Based on historical transaction data and CUBE's current price of $42.32, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his CUBE holdings is $-534,360.87, reflecting a -12.13% gain to date.

TAX MANAGED SMALL CAP PORTFOLIO CUBE ($42.32) Holding Chart

TAX MANAGED SMALL CAP PORTFOLIO CUBE ($42.32) 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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