Buckley Wealth Management’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 | $576K | Sell |
3,908
-124
| -3% | -$18.3K | 0.17% | 83 |
|
|
2025
Q1 | $599K | Buy |
4,032
+122
| +3% | +$18.1K | 0.19% | 82 |
|
|
2024
Q4 | $585K | Buy |
3,910
+99
| +3% | +$14.8K | 0.18% | 80 |
|
|
2024
Q3 | $687K | Buy |
3,811
+71
| +2% | +$12.8K | 0.21% | 73 |
|
|
2024
Q2 | $581K | Sell |
3,740
-11
| -0.3% | -$1.71K | 0.18% | 77 |
|
|
2024
Q1 | $551K | Buy |
3,751
+52
| +1% | +$7.64K | 0.18% | 80 |
|
|
2023
Q4 | $593K | Sell |
3,699
-189
| -5% | -$30.3K | 0.21% | 77 |
|
|
2023
Q3 | $473K | Buy |
3,888
+487
| +14% | +$59.2K | 0.18% | 81 |
|
|
2023
Q2 | $506K | Buy |
+3,401
| New | +$506K | 0.17% | 84 |
|