Annis Gardner Whiting Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8K | Buy |
372
+81
| +28% | +$11.9K | 0.02% | 403 |
|
|
2025
Q1 | $43.2K | Buy |
291
+31
| +12% | +$4.6K | 0.02% | 368 |
|
|
2024
Q4 | $38.9K | Sell |
260
-1
| -0.4% | -$150 | 0.01% | 375 |
|
|
2024
Q3 | $47K | Sell |
261
-30
| -10% | -$5.41K | 0.01% | 371 |
|
|
2024
Q2 | $45.2K | Buy |
291
+41
| +16% | +$6.37K | 0.01% | 418 |
|
|
2024
Q1 | $36.8K | Sell |
250
-11
| -4% | -$1.62K | 0.01% | 440 |
|
|
2023
Q4 | $41.8K | Hold |
261
| – | – | 0.02% | 318 |
|
|
2023
Q3 | $31.7K | Buy |
+261
| New | +$31.7K | 0.02% | 338 |
|