Cornerstone Planning Group’s CubeSmart CUBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.89K	Buy	73 +1	+1%	+$40	﹤0.01%	855
2025 Q1	$2.85K	Buy	+72	New	+$2.85K	﹤0.01%	897
2024 Q4	–	Sell	-6	Closed	-$286	–	1419
2024 Q3	$286	Hold	6	–	–	﹤0.01%	1208
2024 Q2	$285	Buy	+6	New	+$285	﹤0.01%	1148