Hennion & Walsh Asset Management’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
31,338
-661
| -2% | -$28.1K | 0.05% | 422 |
|
|
2025
Q1 | $1.37M | Buy |
31,999
+7,059
| +28% | +$301K | 0.06% | 386 |
|
|
2024
Q4 | $1.07M | Buy |
24,940
+8,873
| +55% | +$380K | 0.05% | 449 |
|
|
2024
Q3 | $865K | Buy |
16,067
+1,938
| +14% | +$104K | 0.04% | 480 |
|
|
2024
Q2 | $638K | Buy |
14,129
+8,149
| +136% | +$368K | 0.03% | 524 |
|
|
2024
Q1 | $270K | Buy |
+5,980
| New | +$270K | 0.01% | 721 |
|