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Summit Trail Advisors’s CubeSmart CUBE Stock Holding History

Summit Trail 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 		$896K Buy
+21,073
New +$896K 0.02% 518
2018
Q1 		– Sell
-420
Closed -$12K – 716
2017
Q4 		$12K Buy
+420
New +$12K ﹤0.01% 1168