Buckingham Strategic Wealth’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $276K | Buy |
1,778
+6
| +0.3% | +$932 | ﹤0.01% | 620 |
|
|
2024
Q1 | $260K | Sell |
1,772
-170
| -9% | -$25K | ﹤0.01% | 628 |
|
|
2023
Q4 | $311K | Sell |
1,942
-177
| -8% | -$28.4K | ﹤0.01% | 563 |
|
|
2023
Q3 | $258K | Buy |
2,119
+674
| +47% | +$81.9K | ﹤0.01% | 563 |
|
|
2023
Q2 | $215K | Sell |
1,445
-166
| -10% | -$24.7K | ﹤0.01% | 620 |
|
|
2023
Q1 | $237K | Hold |
1,611
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $237K | Sell |
1,611
-239
| -13% | -$35.2K | ﹤0.01% | 530 |
|
|
2022
Q3 | $320K | Hold |
1,850
| – | – | 0.01% | 453 |
|
|
2022
Q2 | $315K | Buy |
1,850
+157
| +9% | +$26.7K | 0.01% | 458 |
|
|
2022
Q1 | $348K | Sell |
1,693
-284
| -14% | -$58.4K | 0.01% | 430 |
|
|
2021
Q4 | $448K | Sell |
1,977
-71
| -3% | -$16.1K | 0.01% | 389 |
|
|
2021
Q3 | $344K | Sell |
2,048
-87
| -4% | -$14.6K | 0.01% | 430 |
|
|
2021
Q2 | $350K | Buy |
2,135
+104
| +5% | +$17K | 0.01% | 432 |
|
|
2021
Q1 | $269K | Hold |
2,031
| – | – | 0.01% | 457 |
|
|
2020
Q4 | $235K | Buy |
+2,031
| New | +$235K | 0.01% | 471 |
|