Avion Wealth’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
Q2 | $8K | Buy |
59
+20
| +51% | +$2.71K | ﹤0.01% | 518 |
|
|
2025
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 539 |
|
|
2024
Q4 | $5K | Sell |
39
-1
| -3% | -$128 | ﹤0.01% | 537 |
|
|
2024
Q3 | $7K | Buy |
40
+3
| +8% | +$525 | ﹤0.01% | 441 |
|
|
2024
Q2 | $5K | Buy |
37
+19
| +106% | +$2.57K | ﹤0.01% | 458 |
|
|
2024
Q1 | $3K | Buy |
18
+4
| +29% | +$667 | ﹤0.01% | 552 |
|
|
2023
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 559 |
|