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Total Wealth Planning & Management’s CubeSmart CUBE Stock Holding History

Total Wealth Planning & Management’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 		$444K Sell
10,451
-179
-2% -$7.61K 0.36% 97
2025
Q1 		$454K Buy
10,630
+5,281
+99% +$226K 0.43% 75
2024
Q4 		$229K Buy
+5,349
New +$229K 0.21% 141