Avior Wealth Management’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 |
-42
| Closed | -$6.28K | – | 1261 |
|
|
2024
Q4 | $6.28K | Buy |
42
+7
| +20% | +$1.05K | ﹤0.01% | 1785 |
|
|
2024
Q3 | $6.31K | Buy |
35
+9
| +35% | +$1.62K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $4.04K | Sell |
26
-74
| -74% | -$11.5K | ﹤0.01% | 1785 |
|
|
2024
Q1 | $14.7K | Buy |
+100
| New | +$14.7K | ﹤0.01% | 1719 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1131 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 993 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1050 |
|