Beacon Pointe Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,555
| Closed | -$242K | – | 1230 |
|
|
2024
Q2 | $242K | Sell |
1,555
-63
| -4% | -$9.79K | ﹤0.01% | 1110 |
|
|
2024
Q1 | $238K | Sell |
1,618
-512
| -24% | -$75.3K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $341K | Buy |
2,130
+373
| +21% | +$59.8K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $214K | Buy |
+1,757
| New | +$214K | ﹤0.01% | 1194 |
|
|
2022
Q2 | – | Sell |
-1,256
| Closed | -$258K | – | 1097 |
|
|
2022
Q1 | $258K | Buy |
+1,256
| New | +$258K | ﹤0.01% | 1034 |
|