Carolinas Wealth Consulting’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 | – | Sell |
-88
| Closed | -$13.1K | – | 302 |
|
|
2025
Q1 | $13.1K | Sell |
88
-9
| -9% | -$1.34K | ﹤0.01% | 503 |
|
|
2024
Q4 | $14.5K | Sell |
97
-17
| -15% | -$2.54K | ﹤0.01% | 503 |
|
|
2024
Q3 | $20.5K | Buy |
114
+5
| +5% | +$901 | ﹤0.01% | 475 |
|
|
2024
Q2 | $16.9K | Buy |
109
+7
| +7% | +$1.09K | ﹤0.01% | 497 |
|
|
2024
Q1 | $15.1K | Buy |
102
+26
| +34% | +$3.86K | ﹤0.01% | 507 |
|
|
2023
Q4 | $12.2K | Hold |
76
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $7.87K | Buy |
76
+63
| +485% | +$6.53K | ﹤0.01% | 548 |
|
|
2023
Q2 | $1.94K | Hold |
13
| – | – | ﹤0.01% | 818 |
|
|
2023
Q1 | $2.12K | Hold |
13
| – | – | ﹤0.01% | 803 |
|
|
2022
Q4 | $1.91K | Hold |
13
| – | – | ﹤0.01% | 815 |
|
|
2022
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 758 |
|
|
2022
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 758 |
|
|
2022
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 758 |
|
|
2021
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 771 |
|
|
2021
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 788 |
|
|
2021
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 803 |
|
|
2021
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 810 |
|
|
2020
Q4 | $2K | Sell |
13
-10
| -43% | -$1.54K | ﹤0.01% | 740 |
|
|
2020
Q3 | $2K | Buy |
23
+9
| +64% | +$783 | ﹤0.01% | 693 |
|
|
2020
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 565 |
|