Operose Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-88
| Closed | -$3.77K | – | 408 |
|
2024
Q4 | $3.77K | Sell |
88
-1,602
| -95% | -$68.6K | ﹤0.01% | 369 |
|
2024
Q3 | $91K | Buy |
+1,690
| New | +$91K | 0.03% | 206 |
|
2024
Q2 | – | Sell |
-145
| Closed | -$6.56K | – | 585 |
|
2024
Q1 | $6.56K | Buy |
+145
| New | +$6.56K | ﹤0.01% | 526 |
|