Carson Wealth (CWM LLC)’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Buy |
42,403
+21,999
| +108% | +$3.24M | 0.02% | 523 |
|
|
2025
Q1 | $3.03M | Buy |
20,404
+15,454
| +312% | +$2.29M | 0.01% | 682 |
|
|
2024
Q4 | $740K | Buy |
4,950
+1,229
| +33% | +$184K | ﹤0.01% | 1224 |
|
|
2024
Q3 | $670K | Sell |
3,721
-44
| -1% | -$7.92K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $585K | Buy |
3,765
+205
| +6% | +$31.9K | ﹤0.01% | 1127 |
|
|
2024
Q1 | $523K | Buy |
3,560
+407
| +13% | +$59.8K | ﹤0.01% | 1119 |
|
|
2023
Q4 | $505K | Sell |
3,153
-912
| -22% | -$146K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $494K | Buy |
4,065
+2,945
| +263% | +$358K | ﹤0.01% | 978 |
|
|
2023
Q2 | $167K | Buy |
1,120
+115
| +11% | +$17.1K | ﹤0.01% | 1322 |
|
|
2023
Q1 | $164K | Buy |
1,005
+235
| +31% | +$38.3K | ﹤0.01% | 1276 |
|
|
2022
Q4 | $113K | Sell |
770
-903
| -54% | -$133K | ﹤0.01% | 1326 |
|
|
2022
Q3 | $289K | Buy |
1,673
+330
| +25% | +$57K | ﹤0.01% | 916 |
|
|
2022
Q2 | $229K | Buy |
1,343
+111
| +9% | +$18.9K | ﹤0.01% | 990 |
|
|
2022
Q1 | $253K | Buy |
1,232
+396
| +47% | +$81.3K | ﹤0.01% | 943 |
|
|
2021
Q4 | $190K | Buy |
+836
| New | +$190K | ﹤0.01% | 1044 |
|
|
2021
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2021
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2020
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2020
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2020
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2020
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q1 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 2408 |
|
|
2018
Q1 | – | Sell |
-216
| Closed | -$19K | – | 1446 |
|
|
2017
Q4 | $19K | Buy |
216
+20
| +10% | +$1.76K | ﹤0.01% | 708 |
|
|
2017
Q3 | $16K | Buy |
+196
| New | +$16K | ﹤0.01% | 765 |
|