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Sequoia Financial Advisors’s CubeSmart CUBE Stock Holding History

Sequoia Financial Advisors’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 		$2M Buy
47,017
+13,731
+41% +$584K 0.01% 471
2025
Q1 		$1.42M Buy
33,286
+4,366
+15% +$186K 0.01% 510
2024
Q4 		$1.24M Buy
28,920
+1,949
+7% +$83.5K 0.01% 518
2024
Q3 		$1.45M Buy
+26,971
New +$1.45M 0.02% 451