Cetera Investment Advisers’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $731K | Buy |
17,212
+265
| +2% | +$11.3K | ﹤0.01% | 2668 |
|
2025
Q1 | $724K | Sell |
16,947
-1,661
| -9% | -$70.9K | ﹤0.01% | 2535 |
|
2024
Q4 | $797K | Sell |
18,608
-8,599
| -32% | -$368K | ﹤0.01% | 2321 |
|
2024
Q3 | $1.46M | Buy |
27,207
+6,584
| +32% | +$354K | ﹤0.01% | 1832 |
|
2024
Q2 | $932K | Sell |
20,623
-1,574
| -7% | -$71.1K | ﹤0.01% | 2123 |
|
2024
Q1 | $1M | Buy |
22,197
+16,583
| +295% | +$750K | ﹤0.01% | 2058 |
|
2023
Q4 | $260K | Sell |
5,614
-7
| -0.1% | -$324 | ﹤0.01% | 1873 |
|
2023
Q3 | $214K | Sell |
5,621
-1,113
| -17% | -$42.4K | ﹤0.01% | 1943 |
|
2023
Q2 | $301K | Buy |
6,734
+638
| +10% | +$28.5K | ﹤0.01% | 1749 |
|
2023
Q1 | $282K | Buy |
6,096
+804
| +15% | +$37.2K | ﹤0.01% | 1740 |
|
2022
Q4 | $213K | Buy |
+5,292
| New | +$213K | ﹤0.01% | 1868 |
|