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Castle Wealth Management’s CubeSmart CUBE Stock Holding History

Castle Wealth Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-111
Closed -$4K – 218
2022
Q3 		$4K Buy
111
+1
+0.9% +$36 ﹤0.01% 507
2022
Q2 		$5K Buy
+110
New +$5K ﹤0.01% 482