Bryant Woods Investment Advisors’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 | $285K | Hold |
1,936
| – | – | 0.12% | 44 |
|
|
2025
Q1 | $287K | Hold |
1,936
| – | – | 0.14% | 41 |
|
|
2024
Q4 | $290K | Hold |
1,936
| – | – | 0.14% | 42 |
|
|
2024
Q3 | $349K | Sell |
1,936
-3,452
| -64% | -$622K | 0.18% | 34 |
|
|
2024
Q2 | $655K | Buy |
5,388
+3,452
| +178% | +$420K | 0.48% | 24 |
|
|
2024
Q1 | $285K | Sell |
1,936
-1,972
| -50% | -$290K | 0.17% | 37 |
|
|
2023
Q4 | $627K | Sell |
3,908
-1,480
| -27% | -$237K | 0.4% | 26 |
|
|
2023
Q3 | $655K | Buy |
+5,388
| New | +$655K | 0.48% | 24 |
|