Centerpoint Advisors’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
+2
| +1% | +$295 | 0.01% | 200 |
|
2025
Q1 | $27K | Buy |
181
+2
| +1% | +$298 | 0.01% | 204 |
|
2024
Q4 | $27K | Buy |
179
+2
| +1% | +$302 | 0.01% | 226 |
|
2024
Q3 | $32K | Buy |
177
+2
| +1% | +$362 | 0.01% | 214 |
|
2024
Q2 | $27K | Buy |
+175
| New | +$27K | 0.01% | 225 |
|
2023
Q4 | – | Sell |
-5
| Closed | -$1K | – | 487 |
|
2023
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 495 |
|
2023
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 498 |
|
2023
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 493 |
|