Axxcess Wealth Management’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 Q1	–	Sell	-1,474	Closed	-$221K	–	876
2024 Q4	$221K	Sell	1,474 -64	-4%	-$10.5K	0.01%	789
2024 Q3	$277K	Buy	1,538 +244	+19%	+$41.2K	0.01%	713
2024 Q2	$201K	Buy	+1,294	New	+$189K	0.01%	803
2024 Q1	–	Sell	-1,334	Closed	-$214K	–	888
2023 Q4	$214K	Sell	1,334 -35,450	-96%	-$4.51M	0.01%	762
2023 Q3	$4.47M	Buy	36,784 +276	+0.8%	+$37K	0.15%	118
2023 Q2	$5.43M	Buy	36,508 +5,175	+17%	+$779K	0.39%	60
2023 Q1	$5.11M	Buy	31,333 +427	+1%	+$67.1K	0.39%	57
2022 Q4	$4.55M	Buy	30,906 +1,152	+4%	+$184K	0.38%	56
2022 Q3	$5.14M	Buy	29,754 +490	+2%	+$92.7K	0.49%	39
2022 Q2	$4.98M	Buy	29,264 +93	+0.3%	+$17.2K	0.46%	47
2022 Q1	$6M	Sell	29,171 -113	-0.4%	-$22.5K	0.47%	46
2021 Q4	$6.64M	Buy	+29,284	New	+$5.8M	0.48%	43