EverSource Wealth Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.3K | Sell |
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|
2025
Q2 | $19.3K | Buy |
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|
2025
Q1 | $3.12K | Sell |
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|
2024
Q4 | $4.93K | Buy |
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|
2024
Q3 | $2.85K | Buy |
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|
2024
Q2 | $1.95K | Buy |
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|
2024
Q1 | $1.17K | Hold |
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|
2023
Q4 | $1.34K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $2K | Buy |
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