EWA
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EP Wealth Advisors’s CubeSmart CUBE Stock Holding History

EP Wealth Advisors’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$378K Sell
8,892
-211
-2% -$8.97K ﹤0.01% 906
2025
Q1 		$389K Sell
9,103
-24
-0.3% -$1.03K ﹤0.01% 798
2024
Q4 		$391K Buy
9,127
+387
+4% +$16.6K ﹤0.01% 769
2024
Q3 		$470K Buy
+8,740
New +$470K ﹤0.01% 711