Farther Finance 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 | $81.4K | Buy |
1,915
+118
| +7% | +$5.02K | ﹤0.01% | 1861 |
|
|
2025
Q1 | $75.5K | Buy |
1,797
+1,468
| +446% | +$61.7K | ﹤0.01% | 1674 |
|
|
2024
Q4 | $14.1K | Hold |
329
| – | – | ﹤0.01% | 2226 |
|
|
2024
Q3 | $17.7K | Buy |
329
+18
| +6% | +$969 | ﹤0.01% | 2136 |
|
|
2024
Q2 | $13.6K | Buy |
311
+29
| +10% | +$1.27K | ﹤0.01% | 1944 |
|
|
2024
Q1 | $12.7K | Sell |
282
-343
| -55% | -$15.4K | ﹤0.01% | 1657 |
|
|
2023
Q4 | $29K | Buy |
625
+151
| +32% | +$7K | ﹤0.01% | 1220 |
|
|
2023
Q3 | $18.1K | Buy |
474
+234
| +98% | +$8.92K | ﹤0.01% | 1109 |
|
|
2023
Q2 | $10.7K | Hold |
240
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q1 | $11.1K | Hold |
240
| – | – | ﹤0.01% | 1081 |
|
|
2022
Q4 | $9.66K | Buy |
+240
| New | +$9.66K | ﹤0.01% | 952 |
|