Bogart Wealth LLC’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14K Hold
2025
Q2
$14.6K Buy
2025
Q1
$5.35K Buy
2024
Q4
$4.49K Hold
2024
Q3
$5.41K Hold
2024
Q2
$4.66K Hold
2024
Q1
$4.41K Hold
2023
Q4
$4.81K Hold
2023
Q3
$3.65K Hold
2023
Q2
$4.47K Hold
2023
Q1
$4.89K Hold
2022
Q4
$4.42K Hold
2022
Q3
$5K Hold
2022
Q2
$5K Buy