Capital Advisors Ltd’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 | $27K | Buy |
183
+21
| +13% | +$3.1K | ﹤0.01% | 574 |
|
|
2025
Q1 | $24K | Sell |
162
-9
| -5% | -$1.33K | ﹤0.01% | 584 |
|
|
2024
Q4 | $26K | Sell |
171
-2
| -1% | -$304 | ﹤0.01% | 573 |
|
|
2024
Q3 | $31K | Hold |
173
| – | – | ﹤0.01% | 539 |
|
|
2024
Q2 | $27K | Buy |
173
+3
| +2% | +$468 | ﹤0.01% | 552 |
|
|
2024
Q1 | $25K | Buy |
170
+5
| +3% | +$735 | ﹤0.01% | 549 |
|
|
2023
Q4 | $26K | Buy |
165
+9
| +6% | +$1.42K | ﹤0.01% | 525 |
|
|
2023
Q3 | $19K | Buy |
+156
| New | +$19K | ﹤0.01% | 565 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$3K | – | 1362 |
|
|
2023
Q1 | $3K | Buy |
20
+16
| +400% | +$2.4K | ﹤0.01% | 803 |
|
|
2022
Q4 | $1K | Sell |
4
-19
| -83% | -$4.75K | ﹤0.01% | 988 |
|
|
2022
Q3 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 674 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 993 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 854 |
|