Kestra Advisory Services’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
7,483
-963
| -11% | -$40.9K | ﹤0.01% | 2293 |
|
|
2025
Q1 | $361K | Buy |
8,446
+3,575
| +73% | +$153K | ﹤0.01% | 2041 |
|
|
2024
Q4 | $209K | Buy |
+4,871
| New | +$209K | ﹤0.01% | 2450 |
|
|
2024
Q3 | – | Sell |
-5,885
| Closed | -$266K | – | 2580 |
|
|
2024
Q2 | $266K | Buy |
5,885
+196
| +3% | +$8.85K | ﹤0.01% | 2188 |
|
|
2024
Q1 | $260K | Buy |
+5,689
| New | +$260K | ﹤0.01% | 2109 |
|