IWA
IBEX Wealth Advisors’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,089
| Closed | -$326K | – | 290 |
|
|
2024
Q1 | $326K | Buy |
8,089
+8,018
| +11,293% | +$323K | 0.09% | 103 |
|
|
2023
Q4 | $3.31K | Sell |
71
-8,315
| -99% | -$388K | 0.72% | 52 |
|
|
2023
Q3 | $320K | Buy |
+8,386
| New | +$320K | 0.08% | 96 |
|
|
2023
Q1 | – | Sell |
-8,089
| Closed | -$326K | – | 108 |
|
|
2022
Q4 | $326K | Buy |
+8,089
| New | +$326K | 0.07% | 149 |
|