Bogart Wealth LLC’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 | $14.6K | Buy |
99
+63
| +175% | +$9.29K | ﹤0.01% | 701 |
|
|
2025
Q1 | $5.35K | Buy |
36
+6
| +20% | +$891 | ﹤0.01% | 882 |
|
|
2024
Q4 | $4.49K | Hold |
30
| – | – | ﹤0.01% | 901 |
|
|
2024
Q3 | $5.41K | Hold |
30
| – | – | ﹤0.01% | 813 |
|
|
2024
Q2 | $4.66K | Hold |
30
| – | – | ﹤0.01% | 804 |
|
|
2024
Q1 | $4.41K | Hold |
30
| – | – | ﹤0.01% | 786 |
|
|
2023
Q4 | $4.81K | Hold |
30
| – | – | ﹤0.01% | 754 |
|
|
2023
Q3 | $3.65K | Hold |
30
| – | – | ﹤0.01% | 792 |
|
|
2023
Q2 | $4.47K | Hold |
30
| – | – | ﹤0.01% | 738 |
|
|
2023
Q1 | $4.89K | Hold |
30
| – | – | ﹤0.01% | 717 |
|
|
2022
Q4 | $4.42K | Hold |
30
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 684 |
|
|
2022
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 639 |
|