Advisor Partners II’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $795K | Buy |
6,540
+1,576
| +32% | +$192K | 0.03% | 556 |
|
|
2023
Q2 | $739K | Sell |
4,964
-462
| -9% | -$68.8K | 0.03% | 471 |
|
|
2023
Q1 | $884K | Sell |
5,426
-2
| -0% | -$326 | 0.05% | 377 |
|
|
2022
Q4 | $799K | Buy |
5,428
+215
| +4% | +$31.6K | 0.05% | 378 |
|
|
2022
Q3 | $900K | Buy |
+5,213
| New | +$900K | 0.07% | 294 |
|