EverSource Wealth Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Buy |
453
+380
| +521% | +$16.2K | ﹤0.01% | 2309 |
|
|
2025
Q1 | $3.12K | Sell |
73
-42
| -37% | -$1.79K | ﹤0.01% | 2715 |
|
|
2024
Q4 | $4.93K | Buy |
115
+62
| +117% | +$2.66K | ﹤0.01% | 2356 |
|
|
2024
Q3 | $2.85K | Buy |
53
+12
| +29% | +$646 | ﹤0.01% | 2424 |
|
|
2024
Q2 | $1.95K | Buy |
41
+12
| +41% | +$571 | ﹤0.01% | 2557 |
|
|
2024
Q1 | $1.17K | Hold |
29
| – | – | ﹤0.01% | 2534 |
|
|
2023
Q4 | $1.34K | Buy |
+29
| New | +$1.34K | ﹤0.01% | 2301 |
|
|
2022
Q2 | – | Sell |
-243
| Closed | -$13K | – | 1749 |
|
|
2022
Q1 | $13K | Buy |
243
+205
| +539% | +$11K | ﹤0.01% | 872 |
|
|
2021
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1526 |
|