Mount Yale Investment Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
13,280
-9,373
| -41% | -$398K | 0.04% | 312 |
|
|
2025
Q1 | $967K | Sell |
22,653
-158
| -0.7% | -$6.75K | 0.08% | 199 |
|
|
2024
Q4 | $977K | Sell |
22,811
-5,153
| -18% | -$221K | 0.08% | 205 |
|
|
2024
Q3 | $1.51M | Buy |
27,964
+3,761
| +16% | +$202K | 0.14% | 152 |
|
|
2024
Q2 | $1.09M | Sell |
24,203
-4,551
| -16% | -$206K | 0.09% | 190 |
|
|
2024
Q1 | $1.3M | Sell |
28,754
-4,414
| -13% | -$200K | 0.1% | 185 |
|
|
2023
Q4 | $1.54M | Buy |
33,168
+7,734
| +30% | +$358K | 0.15% | 147 |
|
|
2023
Q3 | $970K | Sell |
25,434
-373
| -1% | -$14.2K | 0.11% | 190 |
|
|
2023
Q2 | $1.15M | Buy |
25,807
+347
| +1% | +$15.5K | 0.12% | 177 |
|
|
2023
Q1 | $1.18M | Buy |
+25,460
| New | +$1.18M | 0.13% | 160 |
|