AWM
Axxcess Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,474
| Closed | -$221K | – | 876 |
|
|
2024
Q4 | $221K | Sell |
1,474
-64
| -4% | -$9.58K | 0.01% | 788 |
|
|
2024
Q3 | $277K | Buy |
1,538
+244
| +19% | +$44K | 0.01% | 712 |
|
|
2024
Q2 | $201K | Buy |
+1,294
| New | +$201K | 0.01% | 802 |
|
|
2024
Q1 | – | Sell |
-1,334
| Closed | -$214K | – | 887 |
|
|
2023
Q4 | $214K | Sell |
1,334
-35,450
| -96% | -$5.68M | 0.01% | 760 |
|
|
2023
Q3 | $4.47M | Buy |
36,784
+276
| +0.8% | +$33.6K | 0.15% | 118 |
|
|
2023
Q2 | $5.43M | Buy |
36,508
+5,175
| +17% | +$770K | 0.39% | 60 |
|
|
2023
Q1 | $5.11M | Buy |
31,333
+427
| +1% | +$69.6K | 0.39% | 55 |
|
|
2022
Q4 | $4.55M | Buy |
30,906
+1,152
| +4% | +$170K | 0.38% | 56 |
|
|
2022
Q3 | $5.14M | Buy |
29,754
+490
| +2% | +$84.6K | 0.49% | 37 |
|
|
2022
Q2 | $4.98M | Buy |
29,264
+93
| +0.3% | +$15.8K | 0.46% | 44 |
|
|
2022
Q1 | $6M | Sell |
29,171
-113
| -0.4% | -$23.2K | 0.47% | 44 |
|
|
2021
Q4 | $6.64M | Buy |
+29,284
| New | +$6.64M | 0.48% | 41 |
|