Allegis Investment Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $830K | Sell |
9,500
-1,246
| -12% | -$109K | 0.25% | 86 |
|
|
2017
Q4 | $940K | Sell |
10,746
-16,250
| -60% | -$1.42M | 0.28% | 97 |
|
|
2017
Q3 | $2.16M | Buy |
26,996
+690
| +3% | +$55.2K | 0.51% | 57 |
|
|
2017
Q2 | $2.05M | Buy |
26,306
+1,058
| +4% | +$82.5K | 0.52% | 57 |
|
|
2017
Q1 | $1.88M | Buy |
25,248
+3,862
| +18% | +$287K | 0.49% | 62 |
|
|
2016
Q4 | $1.65M | Buy |
+21,386
| New | +$1.65M | 0.52% | 57 |
|