Beacon Capital Management LLC (Tennessee)’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 | – | Sell |
-503
| Closed | -$74.7K | – | 1109 |
|
|
2025
Q1 | $74.7K | Hold |
503
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $75.2K | Hold |
503
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $90.6K | Buy |
503
+14
| +3% | +$2.52K | 0.01% | 214 |
|
|
2024
Q2 | $76K | Sell |
489
-339
| -41% | -$52.7K | 0.01% | 209 |
|
|
2024
Q1 | $122K | Buy |
828
+339
| +69% | +$49.8K | 0.02% | 149 |
|
|
2023
Q4 | $59.5K | Buy |
+489
| New | +$59.5K | 0.02% | 194 |
|