HHM 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 | $41.9K | Hold |
987
| – | – | 0.01% | 403 |
|
|
2025
Q1 | $42.2K | Sell |
987
-48
| -5% | -$2.05K | 0.01% | 388 |
|
|
2024
Q4 | $44.4K | Hold |
1,035
| – | – | 0.01% | 380 |
|
|
2024
Q3 | $55.7K | Hold |
1,035
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $46.8K | Hold |
1,035
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $46.8K | Hold |
1,035
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $48K | Buy |
1,035
+359
| +53% | +$16.6K | 0.01% | 290 |
|
|
2023
Q3 | $25.8K | Hold |
676
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $30.2K | Hold |
676
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $31.2K | Sell |
676
-101
| -13% | -$4.67K | 0.01% | 344 |
|
|
2022
Q4 | $31.3K | Hold |
777
| – | – | 0.01% | 302 |
|
|
2022
Q3 | $31K | Buy |
777
+676
| +669% | +$27K | 0.01% | 292 |
|
|
2022
Q2 | $4K | Hold |
101
| – | – | ﹤0.01% | 664 |
|
|
2022
Q1 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 605 |
|