Venturi 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
Q1 | – | Sell |
-2,072
| Closed | -$88.8K | – | 850 |
|
|
2024
Q4 | $88.8K | Buy |
2,072
+1,912
| +1,195% | +$81.9K | ﹤0.01% | 826 |
|
|
2024
Q3 | $8.61K | Buy |
160
+52
| +48% | +$2.8K | ﹤0.01% | 1227 |
|
|
2024
Q2 | $4.88K | Buy |
108
+55
| +104% | +$2.49K | ﹤0.01% | 1239 |
|
|
2024
Q1 | $2.4K | Buy |
53
+13
| +33% | +$588 | ﹤0.01% | 1227 |
|
|
2023
Q4 | $1.86K | Sell |
40
-110
| -73% | -$5.1K | ﹤0.01% | 1238 |
|
|
2023
Q3 | $5.72K | Buy |
+150
| New | +$5.72K | ﹤0.01% | 941 |
|