Clearstead Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
14,311
+417
| +3% | +$17.7K | 0.01% | 557 |
|
|
2025
Q1 | $593K | Buy |
13,894
+504
| +4% | +$21.5K | 0.01% | 535 |
|
|
2024
Q4 | $574K | Hold |
13,390
| – | – | 0.01% | 537 |
|
|
2024
Q3 | $721K | Hold |
13,390
| – | – | 0.01% | 490 |
|
|
2024
Q2 | $605K | Buy |
13,390
+174
| +1% | +$7.86K | 0.01% | 499 |
|
|
2024
Q1 | $560K | Buy |
13,216
+40
| +0.3% | +$1.7K | 0.03% | 299 |
|
|
2023
Q4 | $611K | Buy |
13,176
+13,050
| +10,357% | +$605K | 0.03% | 286 |
|
|
2023
Q3 | $4.81K | Buy |
+126
| New | +$4.81K | ﹤0.01% | 1248 |
|
|
2021
Q3 | – | Sell |
-49
| Closed | -$2K | – | 1304 |
|
|
2021
Q2 | $2K | Buy |
49
+39
| +390% | +$1.59K | ﹤0.01% | 1029 |
|
|
2021
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1130 |
|