Caldwell Trust’s Extra Space Storage EXR Stock Holding History

Caldwell Trust’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.8K	Hold	134
2025 Q1	$19.9K	Hold	134
2024 Q4	$20K	Hold	134
2024 Q3	$24.1K	Buy	+134