Capital Advisory Group Advisory Services’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,620
| Closed | -$264K | – | 102 |
|
|
2023
Q1 | $264K | Sell |
1,620
-35
| -2% | -$5.7K | 0.16% | 125 |
|
|
2022
Q4 | $244K | Hold |
1,655
| – | – | 0.17% | 116 |
|
|
2022
Q3 | $286K | Hold |
1,655
| – | – | 0.2% | 104 |
|
|
2022
Q2 | $290K | Hold |
1,655
| – | – | 0.17% | 110 |
|
|
2022
Q1 | $340K | Sell |
1,655
-150
| -8% | -$30.8K | 0.16% | 117 |
|
|
2021
Q4 | $409K | Buy |
1,805
+35
| +2% | +$7.93K | 0.18% | 109 |
|
|
2021
Q3 | $297K | Buy |
1,770
+100
| +6% | +$16.8K | 0.11% | 157 |
|
|
2021
Q2 | $274K | Sell |
1,670
-100
| -6% | -$16.4K | 0.1% | 162 |
|
|
2021
Q1 | $235K | Buy |
1,770
+100
| +6% | +$13.3K | 0.09% | 168 |
|
|
2020
Q4 | $193K | Buy |
+1,670
| New | +$193K | 0.08% | 188 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$4K | – | 431 |
|
|
2019
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 332 |
|
|
2018
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 326 |
|