Mount Yale Investment Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $564K | Sell |
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|
2025
Q1 | $967K | Sell |
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|
2024
Q4 | $977K | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $970K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.18M | Buy |
|