Arkadios Wealth Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
11,095
+1,217
| +12% | +$51.7K | 0.01% | 849 |
|
|
2025
Q1 | $422K | Buy |
9,878
+2,165
| +28% | +$92.5K | 0.02% | 767 |
|
|
2024
Q4 | $331K | Buy |
7,713
+1,415
| +22% | +$60.6K | 0.02% | 688 |
|
|
2024
Q3 | $339K | Buy |
+6,298
| New | +$339K | 0.02% | 666 |
|
|
2022
Q1 | – | Sell |
-6,484
| Closed | -$369K | – | 568 |
|
|
2021
Q4 | $369K | Buy |
6,484
+1,353
| +26% | +$77K | 0.05% | 386 |
|
|
2021
Q3 | $248K | Buy |
5,131
+1,502
| +41% | +$72.6K | 0.04% | 450 |
|
|
2021
Q2 | $168K | Buy |
3,629
+843
| +30% | +$39K | 0.02% | 579 |
|
|
2021
Q1 | $105K | Buy |
2,786
+327
| +13% | +$12.3K | 0.02% | 527 |
|
|
2020
Q4 | $82K | Sell |
2,459
-660
| -21% | -$22K | 0.02% | 464 |
|
|
2020
Q3 | $107K | Buy |
3,119
+231
| +8% | +$7.92K | 0.05% | 278 |
|
|
2020
Q2 | $80.2K | Buy |
2,888
+629
| +28% | +$17.5K | 0.04% | 293 |
|
|
2020
Q1 | $60.5K | Hold |
2,259
| – | – | 0.04% | 308 |
|
|
2019
Q4 | $73.4K | Buy |
+2,259
| New | +$73.4K | 0.04% | 273 |
|