Envestnet Portfolio Solutions’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Sell |
15,976
-606
| -4% | -$25.8K | ﹤0.01% | 960 |
|
|
2025
Q1 | $708K | Sell |
16,582
-5,279
| -24% | -$225K | ﹤0.01% | 918 |
|
|
2024
Q4 | $937K | Buy |
21,861
+601
| +3% | +$25.8K | ﹤0.01% | 955 |
|
|
2024
Q3 | $1.14M | Buy |
21,260
+2,740
| +15% | +$147K | ﹤0.01% | 848 |
|
|
2024
Q2 | $837K | Buy |
18,520
+2,054
| +12% | +$92.8K | ﹤0.01% | 920 |
|
|
2024
Q1 | $745K | Buy |
16,466
+2,737
| +20% | +$124K | ﹤0.01% | 956 |
|
|
2023
Q4 | $636K | Buy |
13,729
+817
| +6% | +$37.9K | ﹤0.01% | 945 |
|
|
2023
Q3 | $492K | Buy |
+12,912
| New | +$492K | ﹤0.01% | 991 |
|