Cape Investment Advisory’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
Q1 | – | Sell |
-52
| Closed | -$7.77K | – | 1160 |
|
|
2024
Q4 | $7.77K | Buy |
52
+1
| +2% | +$149 | ﹤0.01% | 633 |
|
|
2024
Q3 | $9.18K | Hold |
51
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $7.92K | Hold |
51
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $7.49K | Hold |
51
| – | – | ﹤0.01% | 591 |
|
|
2023
Q4 | $8.17K | Hold |
51
| – | – | ﹤0.01% | 708 |
|
|
2023
Q3 | $6.19K | Hold |
51
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $7.58K | Hold |
51
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $8.3K | Buy |
+51
| New | +$8.3K | 0.01% | 576 |
|