Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,081
| Closed | -$1.4M | – | 191 |
|
|
2022
Q3 | $1.4M | Buy |
8,081
+128
| +2% | +$22.1K | 0.32% | 92 |
|
|
2022
Q2 | $1.35M | Buy |
+7,953
| New | +$1.35M | 0.3% | 107 |
|
|
2020
Q1 | – | Sell |
-14,998
| Closed | -$1.58M | – | 141 |
|
|
2019
Q4 | $1.58M | Buy |
14,998
+82
| +0.5% | +$8.66K | 0.41% | 92 |
|
|
2019
Q3 | $1.74M | Buy |
14,916
+213
| +1% | +$24.9K | 0.48% | 88 |
|
|
2019
Q2 | $1.56M | Sell |
14,703
-20
| -0.1% | -$2.12K | 0.43% | 95 |
|
|
2019
Q1 | $1.5M | Buy |
14,723
+158
| +1% | +$16.1K | 0.44% | 88 |
|
|
2018
Q4 | $1.32M | Buy |
+14,565
| New | +$1.32M | 0.43% | 90 |
|