WFA
CUBE icon

West Financial Advisors’s CubeSmart CUBE Stock Holding History

West Financial Advisors’s Portfolio CUBE Stock Details CUBE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-75
Closed -$3.2K – 207
2025
Q1 		$3.2K Buy
+75
New +$3.2K ﹤0.01% 169