Ellevest Inc’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-863,717
| Closed | -$40M | – | 407 |
|
|
2023
Q4 | $40M | Buy |
+863,717
| New | +$40M | 2.73% | 8 |
|
|
2023
Q2 | – | Sell |
-877
| Closed | -$40.5K | – | 653 |
|
|
2023
Q1 | $40.5K | Buy |
877
+415
| +90% | +$19.2K | ﹤0.01% | 660 |
|
|
2022
Q4 | $18.6K | Buy |
+462
| New | +$18.6K | ﹤0.01% | 871 |
|