CAPTRUST Financial 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 | $752K | Buy |
17,683
+11,289
| +177% | +$480K | ﹤0.01% | 1487 |
|
|
2025
Q1 | $273K | Buy |
6,394
+934
| +17% | +$39.9K | ﹤0.01% | 1990 |
|
|
2024
Q4 | $234K | Sell |
5,460
-274
| -5% | -$11.7K | ﹤0.01% | 2056 |
|
|
2024
Q3 | $309K | Buy |
5,734
+248
| +5% | +$13.4K | ﹤0.01% | 1864 |
|
|
2024
Q2 | $248K | Buy |
5,486
+134
| +3% | +$6.05K | ﹤0.01% | 1920 |
|
|
2024
Q1 | $242K | Sell |
5,352
-965
| -15% | -$43.6K | ﹤0.01% | 1901 |
|
|
2023
Q4 | $293K | Buy |
+6,317
| New | +$293K | ﹤0.01% | 2127 |
|
|
2023
Q3 | – | Sell |
-4,889
| Closed | -$218K | – | 2590 |
|
|
2023
Q2 | $218K | Buy |
+4,889
| New | +$218K | ﹤0.01% | 2199 |
|