Cerity Partners’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
7,953
+2,578
| +48% | +$110K | ﹤0.01% | 2083 |
|
|
2025
Q1 | $230K | Buy |
5,375
+316
| +6% | +$13.5K | ﹤0.01% | 2144 |
|
|
2024
Q4 | $251K | Sell |
5,059
-709
| -12% | -$35.1K | ﹤0.01% | 2121 |
|
|
2024
Q3 | $310K | Buy |
+5,768
| New | +$310K | ﹤0.01% | 2036 |
|
|
2024
Q2 | – | Sell |
-4,801
| Closed | -$217K | – | 2268 |
|
|
2024
Q1 | $217K | Buy |
+4,801
| New | +$217K | ﹤0.01% | 2066 |
|