Montag & Associates’s CubeSmart CUBE Stock Holding History

Montag & Associates’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$27K	Hold
2025 Q2	$28.2K	Buy
2025 Q1	$20.2K	Hold
2024 Q4	$20.2K	Hold
2024 Q3	$25.4K	Hold
2024 Q2	$21.3K	Hold
2024 Q1	$21.6K	Buy