Bradley Foster & Sargent’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,325
| Closed | -$216K | – | 436 |
|
|
2023
Q1 | $216K | Buy |
+1,325
| New | +$216K | 0.01% | 411 |
|
|
2022
Q4 | – | Sell |
-1,627
| Closed | -$281K | – | 432 |
|
|
2022
Q3 | $281K | Sell |
1,627
-69
| -4% | -$11.9K | 0.01% | 375 |
|
|
2022
Q2 | $289K | Hold |
1,696
| – | – | 0.01% | 384 |
|
|
2022
Q1 | $349K | Hold |
1,696
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $385K | Hold |
1,696
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $285K | Buy |
+1,696
| New | +$285K | 0.01% | 367 |
|