WAG
Wiser Advisor Group’s CubeSmart CUBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-667
| Closed | -$28.5K | – | 90 |
|
|
2025
Q1 | $28.5K | Buy |
667
+8
| +1% | +$342 | 0.04% | 124 |
|
|
2024
Q4 | $28.2K | Buy |
659
+7
| +1% | +$300 | 0.04% | 124 |
|
|
2024
Q3 | $35.1K | Buy |
652
+6
| +0.9% | +$323 | 0.05% | 116 |
|
|
2024
Q2 | $29.1K | Buy |
646
+9
| +1% | +$406 | 0.05% | 122 |
|
|
2024
Q1 | $28.8K | Buy |
637
+6
| +1% | +$272 | 0.05% | 126 |
|
|
2023
Q4 | $29.2K | Buy |
+631
| New | +$29.2K | 0.05% | 126 |
|