Bell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Buy |
72
+7
| +11% | +$1.03K | ﹤0.01% | 650 |
|
|
2025
Q1 | $9.65K | Hold |
65
| – | – | ﹤0.01% | 621 |
|
|
2024
Q4 | $9.72K | Buy |
65
+10
| +18% | +$1.5K | ﹤0.01% | 618 |
|
|
2024
Q3 | $9.91K | Sell |
55
-4
| -7% | -$721 | ﹤0.01% | 629 |
|
|
2024
Q2 | $9.17K | Buy |
59
+6
| +11% | +$933 | ﹤0.01% | 651 |
|
|
2024
Q1 | $7.79K | Buy |
53
+4
| +8% | +$588 | ﹤0.01% | 696 |
|
|
2023
Q4 | $7.86K | Sell |
49
-5
| -9% | -$802 | ﹤0.01% | 651 |
|
|
2023
Q3 | $6.57K | Sell |
54
-34
| -39% | -$4.13K | ﹤0.01% | 677 |
|
|
2023
Q2 | $13.1K | Sell |
88
-9
| -9% | -$1.34K | ﹤0.01% | 423 |
|
|
2023
Q1 | $15.8K | Sell |
97
-4
| -4% | -$652 | ﹤0.01% | 353 |
|
|
2022
Q4 | $14.9K | Buy |
101
+9
| +10% | +$1.33K | ﹤0.01% | 367 |
|
|
2022
Q3 | $16K | Buy |
92
+28
| +44% | +$4.87K | 0.01% | 298 |
|
|
2022
Q2 | $11K | Buy |
+64
| New | +$11K | ﹤0.01% | 398 |
|
|
2021
Q4 | $13K | Hold |
59
| – | – | ﹤0.01% | 407 |
|
|
2021
Q3 | $10K | Buy |
+59
| New | +$10K | ﹤0.01% | 448 |
|