A detailed history of Heritage Wealth Advisors transactions in Cube Smart stock. As of the latest transaction made, Heritage Wealth Advisors holds 200 shares of CUBE stock, worth $8,476. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$8,476
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$43.38 - $48.48 $24,813 - $27,730
-572 Reduced 74.09%
200 $8,000
Q1 2023

May 04, 2023

BUY
$38.98 - $48.65 $22,296 - $27,827
572 Added 286.0%
772 $35,000
Q1 2022

May 11, 2022

BUY
$47.94 - $54.82 $4,794 - $5,482
100 Added 100.0%
200 $10,000
Q4 2021

Feb 02, 2022

BUY
$48.03 - $57.02 $4,803 - $5,702
100 New
100 $5,000

Others Institutions Holding CUBE

About CubeSmart


  • Ticker CUBE
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 224,454,000
  • Market Cap $9.51B
  • Description
  • CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and secure storage space for residential and commercial customers. According to the 2020 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-sto...
More about CUBE
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