Heritage 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 | $8.5K | Hold |
200
| – | – | ﹤0.01% | 432 |
|
|
2025
Q1 | $8.54K | Hold |
200
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $8.57K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2024
Q2 | $9.03K | Hold |
200
| – | – | ﹤0.01% | 429 |
|
|
2024
Q1 | $9.04K | Hold |
200
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $9.27K | Hold |
200
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $7.63K | Hold |
200
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $8.93K | Sell |
200
-572
| -74% | -$25.5K | ﹤0.01% | 441 |
|
|
2023
Q1 | $35.7K | Buy |
772
+572
| +286% | +$26.4K | ﹤0.01% | 353 |
|
|
2022
Q4 | $8.05K | Hold |
200
| – | – | ﹤0.01% | 464 |
|
|
2022
Q3 | $8.01K | Hold |
200
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 469 |
|
|
2022
Q1 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 437 |
|
|
2021
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 472 |
|