Braun Stacey Associates’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
Q3 | – | Sell |
-10,765
| Closed | -$1.6M | – | 124 |
|
|
2023
Q2 | $1.6M | Sell |
10,765
-16,415
| -60% | -$2.44M | 0.07% | 102 |
|
|
2023
Q1 | $4.43M | Buy |
27,180
+12,995
| +92% | +$2.12M | 0.12% | 104 |
|
|
2022
Q4 | $2.09M | Buy |
14,185
+470
| +3% | +$69.2K | 0.12% | 103 |
|
|
2022
Q3 | $2.37M | Buy |
13,715
+7,635
| +126% | +$1.32M | 0.14% | 99 |
|
|
2022
Q2 | $1.03M | Buy |
+6,080
| New | +$1.03M | 0.06% | 110 |
|
|
2016
Q4 | – | Sell |
-3,460
| Closed | -$275K | – | 155 |
|
|
2016
Q3 | $275K | Buy |
+3,460
| New | +$275K | 0.02% | 139 |
|