Canandaigua National Bank & Trust’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 | $276K | Hold |
1,869
| – | – | 0.03% | 278 |
|
|
2025
Q1 | $278K | Sell |
1,869
-417
| -18% | -$61.9K | 0.03% | 271 |
|
|
2024
Q4 | $342K | Hold |
2,286
| – | – | 0.03% | 256 |
|
|
2024
Q3 | $412K | Hold |
2,286
| – | – | 0.04% | 240 |
|
|
2024
Q2 | $355K | Sell |
2,286
-84
| -4% | -$13.1K | 0.04% | 226 |
|
|
2024
Q1 | $348K | Sell |
2,370
-12
| -0.5% | -$1.76K | 0.05% | 203 |
|
|
2023
Q4 | $382K | Sell |
2,382
-333
| -12% | -$53.4K | 0.06% | 182 |
|
|
2023
Q3 | $330K | Buy |
+2,715
| New | +$330K | 0.05% | 191 |
|