Castleview Partners’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$1.4K | – | 661 |
|
|
2024
Q2 | $1.4K | Hold |
9
| – | – | ﹤0.01% | 776 |
|
|
2024
Q1 | $1.32K | Hold |
9
| – | – | ﹤0.01% | 774 |
|
|
2023
Q4 | $1.44K | Hold |
9
| – | – | ﹤0.01% | 734 |
|
|
2023
Q3 | $1.09K | Buy |
+9
| New | +$1.09K | ﹤0.01% | 607 |
|
|
2022
Q1 | – | Sell |
-13,377
| Closed | -$59 | – | 814 |
|
|
2021
Q4 | $59 | Buy |
+13,377
| New | +$59 | ﹤0.01% | 866 |
|