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Wealthspire Advisors (New York)’s CubeSmart CUBE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,087
Closed -$444K – 585
2022
Q3 		$444K Hold
11,087
– – 0.01% 353
2022
Q2 		$474K Hold
11,087
– – 0.01% 326
2022
Q1 		$577K Hold
11,087
– – 0.01% 253
2021
Q4 		$631K Buy
+11,087
New +$631K 0.01% 283