AE Wealth Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,891
| Closed | -$1.65M | – | 1320 |
|
|
2023
Q4 | $1.65M | Sell |
36,891
-1,415
| -4% | -$63.2K | 0.01% | 965 |
|
|
2023
Q3 | $1.46M | Buy |
38,306
+7,536
| +24% | +$287K | 0.01% | 948 |
|
|
2023
Q2 | $1.37M | Buy |
30,770
+1,924
| +7% | +$85.9K | 0.01% | 963 |
|
|
2023
Q1 | $1.33M | Buy |
+28,846
| New | +$1.33M | 0.01% | 936 |
|