Atlas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-55
| Closed | -$5.27K | – | 695 |
|
|
2020
Q1 | $5.27K | Sell |
55
-372
| -87% | -$35.6K | ﹤0.01% | 618 |
|
|
2019
Q4 | $45.1K | Sell |
427
-2,727
| -86% | -$288K | 0.01% | 475 |
|
|
2019
Q3 | $368K | Buy |
+3,154
| New | +$368K | 0.11% | 228 |
|
|
2019
Q1 | – | Sell |
-1,073
| Closed | -$97.1K | – | 572 |
|
|
2018
Q4 | $97.1K | Sell |
1,073
-392
| -27% | -$35.5K | 0.04% | 342 |
|
|
2018
Q3 | $125K | Buy |
+1,465
| New | +$125K | 0.04% | 338 |
|