Clearstead Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Sell |
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|
2025
Q2 | $608K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $574K | Hold |
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|
2024
Q3 | $721K | Hold |
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|
2024
Q2 | $605K | Buy |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $4.81K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Buy |
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|
2021
Q1 | $0 | Buy |
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