AG
Appleton Group’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,787
| Closed | -$291K | – | 41 |
|
|
2023
Q1 | $291K | Buy |
+1,787
| New | +$291K | 0.57% | 23 |
|
|
2022
Q1 | – | Sell |
-2,685
| Closed | -$609K | – | 48 |
|
|
2021
Q4 | $609K | Sell |
2,685
-279
| -9% | -$63.3K | 0.61% | 17 |
|
|
2021
Q3 | $498K | Hold |
2,964
| – | – | 0.43% | 16 |
|
|
2021
Q2 | $486K | Hold |
2,964
| – | – | 0.37% | 21 |
|
|
2021
Q1 | $393K | Buy |
+2,964
| New | +$393K | 0.51% | 22 |
|