Atria Wealth Solutions’s Extra Space Storage EXR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$869K	Sell	5,892 -358	-6%	-$52.1K	0.02%	697
2025 Q1	$928K	Sell	6,250 -7,082	-53%	-$1.07M	0.01%	918
2024 Q4	$1.99M	Buy	13,332 +2,317	+21%	+$380K	0.02%	644
2024 Q3	$1.98M	Sell	11,015 -13,191	-54%	-$2.23M	0.02%	640
2024 Q2	$3.76M	Buy	24,206 +17,163	+244%	+$2.5M	0.04%	411
2024 Q1	$1.04M	Sell	7,043 -732	-9%	-$107K	0.01%	890
2023 Q4	$1.25M	Buy	7,775 +4,968	+177%	+$632K	0.02%	777
2023 Q3	$341K	Buy	+2,807	New	+$377K	﹤0.01%	1334
2023 Q2	–	Sell	-3,343	Closed	-$545K	–	1907
2023 Q1	$545K	Sell	3,343 -54	-2%	-$8.49K	0.01%	1080
2022 Q4	$500K	Sell	3,397 -1,976	-37%	-$316K	0.01%	1081
2022 Q3	$928K	Sell	5,373 -202	-4%	-$38.2K	0.02%	733
2022 Q2	$949K	Sell	5,575 -299	-5%	-$55.4K	0.02%	718
2022 Q1	$1.21M	Buy	+5,874	New	+$1.17M	0.02%	651