Elevation Wealth 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 | $95.6K | Hold |
2,250
| – | – | 0.04% | 179 |
|
|
2025
Q1 | $96.1K | Hold |
2,250
| – | – | 0.04% | 176 |
|
|
2024
Q4 | $96.4K | Hold |
2,250
| – | – | 0.04% | 172 |
|
|
2024
Q3 | $121K | Hold |
2,250
| – | – | 0.05% | 149 |
|
|
2024
Q2 | $102K | Hold |
2,250
| – | – | 0.05% | 160 |
|
|
2024
Q1 | $102K | Hold |
2,250
| – | – | 0.05% | 160 |
|
|
2023
Q4 | $85.8K | Buy |
+2,250
| New | +$85.8K | 0.05% | 165 |
|