B. Riley Wealth Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,245
| Closed | -$203K | – | 1571 |
|
|
2023
Q1 | $203K | Buy |
+1,245
| New | +$203K | 0.01% | 1294 |
|
|
2022
Q4 | – | Sell |
-1,823
| Closed | -$315K | – | 1521 |
|
|
2022
Q3 | $315K | Buy |
+1,823
| New | +$315K | 0.01% | 976 |
|
|
2016
Q3 | – | Sell |
-3,381
| Closed | -$313K | – | 624 |
|
|
2016
Q2 | $313K | Buy |
3,381
+50
| +2% | +$4.63K | 0.06% | 383 |
|
|
2016
Q1 | $311K | Buy |
3,331
+143
| +4% | +$13.4K | 0.07% | 342 |
|
|
2015
Q4 | $282K | Sell |
3,188
-166
| -5% | -$14.7K | 0.06% | 384 |
|
|
2015
Q3 | $259K | Buy |
3,354
+85
| +3% | +$6.56K | 0.06% | 399 |
|
|
2015
Q2 | $214K | Sell |
3,269
-386
| -11% | -$25.3K | 0.05% | 432 |
|
|
2015
Q1 | $247K | Sell |
3,655
-136
| -4% | -$9.19K | 0.06% | 411 |
|
|
2014
Q4 | $222 | Buy |
+3,791
| New | +$222 | ﹤0.01% | 1329 |
|
|
2014
Q3 | – | Sell |
-713
| Closed | -$38K | – | 1049 |
|
|
2014
Q2 | $38K | Buy |
+713
| New | +$38K | 0.01% | 1151 |
|