Inspire 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 | $256K | Buy |
6,032
+1,180
| +24% | +$50.2K | 0.03% | 398 |
|
2025
Q1 | $207K | Buy |
+4,852
| New | +$207K | 0.02% | 399 |
|
2024
Q4 | – | Sell |
-6,975
| Closed | -$375K | – | 430 |
|
2024
Q3 | $375K | Buy |
+6,975
| New | +$375K | 0.05% | 270 |
|
2024
Q2 | – | Sell |
-4,575
| Closed | -$207K | – | 400 |
|
2024
Q1 | $207K | Buy |
4,575
+174
| +4% | +$7.87K | 0.03% | 323 |
|
2023
Q4 | $204K | Buy |
+4,401
| New | +$204K | 0.03% | 296 |
|
2021
Q1 | – | Sell |
-682
| Closed | -$23K | – | 229 |
|
2020
Q4 | $23K | Buy |
+682
| New | +$23K | 0.01% | 379 |
|