Avantax Advisory Services’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 | $2.9M | Buy |
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|
2025
Q1 | $2.8M | Buy |
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|
2024
Q4 | $2.76M | Sell |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $963K | Buy |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $684K | Buy |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $838K | Buy |
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|
2021
Q3 | $577K | Buy |
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|
2021
Q2 | $500K | Buy |
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|
2021
Q1 | $358K | Buy |
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