Montag & Associates’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Buy |
663
+191
| +40% | +$8.12K | ﹤0.01% | 646 |
|
|
2025
Q1 | $20.2K | Hold |
472
| – | – | ﹤0.01% | 716 |
|
|
2024
Q4 | $20.2K | Hold |
472
| – | – | ﹤0.01% | 706 |
|
|
2024
Q3 | $25.4K | Hold |
472
| – | – | ﹤0.01% | 705 |
|
|
2024
Q2 | $21.3K | Hold |
472
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $21.6K | Buy |
+472
| New | +$21.6K | ﹤0.01% | 685 |
|