Abound Wealth Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95K | Hold |
20
| – | – | ﹤0.01% | 680 |
|
|
2025
Q1 | $2.97K | Sell |
20
-7
| -26% | -$1.04K | ﹤0.01% | 638 |
|
|
2024
Q4 | $4.04K | Sell |
27
-5
| -16% | -$749 | ﹤0.01% | 571 |
|
|
2024
Q3 | $5.77K | Hold |
32
| – | – | ﹤0.01% | 521 |
|
|
2024
Q2 | $4.98K | Hold |
32
| – | – | ﹤0.01% | 502 |
|
|
2024
Q1 | $4.71K | Buy |
32
+3
| +10% | +$441 | ﹤0.01% | 540 |
|
|
2023
Q4 | $4.65K | Buy |
29
+7
| +32% | +$1.12K | ﹤0.01% | 526 |
|
|
2023
Q3 | $2.68K | Buy |
22
+1
| +5% | +$122 | ﹤0.01% | 577 |
|
|
2023
Q2 | $3.13K | Buy |
21
+2
| +11% | +$298 | ﹤0.01% | 585 |
|
|
2023
Q1 | $3.1K | Hold |
19
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $2.8K | Buy |
19
+10
| +111% | +$1.47K | ﹤0.01% | 478 |
|
|
2022
Q3 | $1.56K | Buy |
+9
| New | +$1.56K | ﹤0.01% | 529 |
|