Buckingham Strategic Wealth’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $448K | Sell |
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|
2021
Q3 | $344K | Sell |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $235K | Buy |
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