Bank Julius Baer & Co’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
Q2 | $104K | Buy |
706
+81
| +13% | +$11.9K | ﹤0.01% | 492 |
|
|
2025
Q1 | $105K | Sell |
625
-15
| -2% | -$2.52K | ﹤0.01% | 476 |
|
|
2024
Q4 | $106K | Sell |
640
-1,156
| -64% | -$191K | ﹤0.01% | 468 |
|
|
2024
Q3 | $343K | Sell |
1,796
-38
| -2% | -$7.27K | ﹤0.01% | 364 |
|
|
2024
Q2 | $286K | Sell |
1,834
-72
| -4% | -$11.2K | ﹤0.01% | 323 |
|
|
2024
Q1 | $280K | Buy |
1,906
+65
| +4% | +$9.55K | ﹤0.01% | 372 |
|
|
2023
Q4 | $295K | Buy |
1,841
+1,248
| +210% | +$200K | ﹤0.01% | 368 |
|
|
2023
Q3 | $72K | Buy |
593
+185
| +45% | +$22.5K | ﹤0.01% | 443 |
|
|
2023
Q2 | $61K | Buy |
408
+142
| +53% | +$21.2K | ﹤0.01% | 490 |
|
|
2023
Q1 | $43K | Hold |
266
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $39K | Buy |
266
+4
| +2% | +$586 | ﹤0.01% | 517 |
|
|
2022
Q3 | $45K | Sell |
262
-4
| -2% | -$687 | ﹤0.01% | 506 |
|
|
2022
Q2 | $45K | Hold |
266
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $55K | Buy |
+266
| New | +$55K | ﹤0.01% | 515 |
|