Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $48K | Buy |
291
+123
| +73% | +$20.3K | 0.01% | 689 |
|
|
2021
Q2 | $27K | Buy |
168
+43
| +34% | +$6.91K | ﹤0.01% | 792 |
|
|
2021
Q1 | $16K | Buy |
125
+12
| +11% | +$1.54K | ﹤0.01% | 863 |
|
|
2020
Q4 | $13K | Buy |
113
+15
| +15% | +$1.73K | ﹤0.01% | 814 |
|
|
2020
Q3 | $9K | Hold |
98
| – | – | ﹤0.01% | 826 |
|
|
2020
Q2 | $8K | Buy |
98
+6
| +7% | +$490 | ﹤0.01% | 833 |
|
|
2020
Q1 | $7K | Buy |
92
+35
| +61% | +$2.66K | ﹤0.01% | 765 |
|
|
2019
Q4 | $6K | Hold |
57
| – | – | ﹤0.01% | 918 |
|
|
2019
Q3 | $6K | Hold |
57
| – | – | ﹤0.01% | 887 |
|
|
2019
Q2 | $6K | Hold |
57
| – | – | ﹤0.01% | 900 |
|
|
2019
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 859 |
|
|
2018
Q4 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 680 |
|