Avantax Planning Partners’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
Q1 | – | Sell |
-1,666
| Closed | -$249K | – | 440 |
|
|
2024
Q4 | $249K | Hold |
1,666
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $300K | Sell |
1,666
-6
| -0.4% | -$1.08K | 0.01% | 333 |
|
|
2024
Q2 | $260K | Hold |
1,672
| – | – | 0.01% | 386 |
|
|
2024
Q1 | $246K | Buy |
+1,672
| New | +$246K | 0.01% | 404 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$1K | – | 616 |
|
|
2018
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1695 |
|