Spire Wealth Management’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Hold |
304
| – | – | ﹤0.01% | 1642 |
|
|
2025
Q1 | $13K | Sell |
304
-6
| -2% | -$256 | ﹤0.01% | 1755 |
|
|
2024
Q4 | $13.3K | Hold |
310
| – | – | ﹤0.01% | 1762 |
|
|
2024
Q3 | $16.7K | Sell |
310
-173
| -36% | -$9.31K | ﹤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% | +$13.6K | ﹤0.01% | 1502 |
|
|
2023
Q3 | $6.98K | Hold |
183
| – | – | ﹤0.01% | 1840 |
|
|
2023
Q2 | $8.17K | Sell |
183
-100
| -35% | -$4.47K | ﹤0.01% | 1873 |
|
|
2023
Q1 | $13.1K | Buy |
+283
| New | +$13.1K | ﹤0.01% | 1764 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$3K | – | 2252 |
|
|
2022
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 2252 |
|
|
2022
Q1 | – | Sell |
-691
| Closed | -$39K | – | 2589 |
|
|
2021
Q4 | $39K | Buy |
+691
| New | +$39K | ﹤0.01% | 1829 |
|
|
2021
Q3 | – | Sell |
-280
| Closed | -$13K | – | 2576 |
|
|
2021
Q2 | $13K | Sell |
280
-1,001
| -78% | -$46.5K | ﹤0.01% | 2026 |
|
|
2021
Q1 | $49K | Buy |
+1,281
| New | +$49K | ﹤0.01% | 1729 |
|