Allworth Financial’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.1K | Buy |
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|
2025
Q2 | $42.3K | Buy |
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|
2025
Q1 | $37.4K | Buy |
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|
2024
Q4 | $17.7K | Buy |
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|
2024
Q3 | $23K | Sell |
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|
2024
Q2 | $23.2K | Buy |
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|
2024
Q1 | $20.7K | Hold |
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|
2023
Q4 | $21.2K | Sell |
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|
2023
Q3 | $29.5K | Buy |
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|
2023
Q2 | $33.7K | Sell |
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|
2023
Q1 | $35.6K | Buy |
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|
2022
Q4 | $28.8K | Buy |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $23K | Buy |
|