Centerpoint Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-342
| Closed | -$15K | – | 401 |
|
|
2024
Q4 | $15K | Hold |
342
| – | – | 0.01% | 309 |
|
|
2024
Q3 | $18K | Hold |
342
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $15K | Sell |
342
-4
| -1% | -$175 | 0.01% | 309 |
|
|
2024
Q1 | $16K | Hold |
346
| – | – | 0.01% | 289 |
|
|
2023
Q4 | $16K | Hold |
346
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $13K | Hold |
346
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $15K | Buy |
+346
| New | +$15K | 0.01% | 303 |
|