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Spire Wealth Management’s CubeSmart CUBE Stock Holding History

Spire Wealth Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11K Hold
300
– – ﹤0.01% 1586
2025
Q4 		$10.8K Sell
300
-8
-3% -$304 ﹤0.01% 1680
2025
Q3 		$12.5K Buy
308
+4
+1% +$163 ﹤0.01% 1674
2025
Q2 		$12.9K Hold
304
– – ﹤0.01% 1642
2025
Q1 		$13K Sell
304
-6
-2% -$251 ﹤0.01% 1755
2024
Q4 		$13.3K Hold
310
– – ﹤0.01% 1762
2024
Q3 		$16.7K Sell
310
-173
-36% -$8.59K ﹤0.01% 1489
2024
Q2 		$21.8K Hold
483
– – ﹤0.01% 1416
2024
Q1 		$21.8K Hold
483
– – ﹤0.01% 1490
2023
Q4 		$21.9K Buy
483
+300
+164% +$11.8K ﹤0.01% 1502
2023
Q3 		$6.98K Hold
183
– – ﹤0.01% 1840
2023
Q2 		$8.17K Sell
183
-100
-35% -$4.54K ﹤0.01% 1874
2023
Q1 		$13.1K Buy
+283
New +$12.7K ﹤0.01% 1764
2022
Q3 		– Sell
-60
Closed -$3K – 2253
2022
Q2 		$3K Buy
+60
New +$2.76K ﹤0.01% 2253
2022
Q1 		– Sell
-691
Closed -$39K – 2589
2021
Q4 		$39K Buy
+691
New +$37.2K ﹤0.01% 1829
2021
Q3 		– Sell
-280
Closed -$13K – 2576
2021
Q2 		$13K Sell
280
-1,001
-78% -$43.2K ﹤0.01% 2026
2021
Q1 		$49K Buy
+1,281
New +$46.1K ﹤0.01% 1729

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return