Bruce G. Allen Investments’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 | $29.6K | Sell |
201
-56
| -22% | -$8.26K | 0.02% | 338 |
|
|
2025
Q1 | $38.2K | Sell |
257
-14
| -5% | -$2.08K | 0.03% | 295 |
|
|
2024
Q4 | $40.5K | Sell |
271
-5
| -2% | -$748 | 0.03% | 288 |
|
|
2024
Q3 | $49.7K | Buy |
276
+1
| +0.4% | +$180 | 0.04% | 265 |
|
|
2024
Q2 | $42.7K | Buy |
275
+1
| +0.4% | +$155 | 0.04% | 269 |
|
|
2024
Q1 | $40.3K | Buy |
274
+17
| +7% | +$2.5K | 0.03% | 284 |
|
|
2023
Q4 | $41.2K | Buy |
+257
| New | +$41.2K | 0.04% | 265 |
|