Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
1,176
-1
| -0.1% | -$147 | ﹤0.01% | 463 |
|
|
2025
Q1 | $175K | Buy |
1,177
+1
| +0.1% | +$148 | ﹤0.01% | 460 |
|
|
2024
Q4 | $176K | Hold |
1,176
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $212K | Hold |
1,176
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $183K | Sell |
1,176
-300
| -20% | -$46.6K | ﹤0.01% | 448 |
|
|
2024
Q1 | $217K | Hold |
1,476
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $242K | Hold |
1,476
| – | – | ﹤0.01% | 446 |
|
|
2023
Q3 | $179K | Buy |
+1,476
| New | +$179K | ﹤0.01% | 462 |
|