EWA
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Exencial Wealth Advisors’s CubeSmart CUBE Stock Holding History

Exencial 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
2024
Q1 		– Sell
-6,983
Closed -$324K – 490
2023
Q4 		$324K Sell
6,983
-1,017
-13% -$47.1K 0.01% 406
2023
Q3 		$305K Buy
+8,000
New +$305K 0.01% 360