PWA
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Principia Wealth Advisory’s CubeSmart CUBE Stock Holding History

Principia Wealth Advisory’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$255 Sell
6
-11
-65% -$468 ﹤0.01% 865
2025
Q1 		$648 Buy
17
+12
+240% +$457 ﹤0.01% 506
2024
Q4 		$214 Buy
+5
New +$214 ﹤0.01% 723