Moran Wealth Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
31,522
+270
| +0.9% | +$11.5K | 0.04% | 305 |
|
|
2025
Q1 | $1.33M | Buy |
31,252
+58
| +0.2% | +$2.48K | 0.04% | 291 |
|
|
2024
Q4 | $1.34M | Sell |
31,194
-316
| -1% | -$13.5K | 0.04% | 271 |
|
|
2024
Q3 | $1.7M | Sell |
31,510
-38
| -0.1% | -$2.05K | 0.05% | 267 |
|
|
2024
Q2 | $1.43M | Sell |
31,548
-1,085
| -3% | -$49K | 0.05% | 267 |
|
|
2024
Q1 | $1.48M | Sell |
32,633
-1,321
| -4% | -$59.7K | 0.05% | 271 |
|
|
2023
Q4 | $1.57M | Sell |
33,954
-2,173
| -6% | -$101K | 0.06% | 267 |
|
|
2023
Q3 | $1.38M | Buy |
36,127
+29,176
| +420% | +$1.11M | 0.05% | 238 |
|
|
2023
Q2 | $310K | Buy |
+6,951
| New | +$310K | 0.01% | 339 |
|