Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $410K | Buy |
+2,790
| New | +$410K | ﹤0.01% | 1735 |
|
|
2022
Q3 | – | Sell |
-1,251
| Closed | -$213K | – | 1372 |
|
|
2022
Q2 | $213K | Buy |
1,251
+21
| +2% | +$3.58K | ﹤0.01% | 1207 |
|
|
2022
Q1 | $253K | Sell |
1,230
-127
| -9% | -$26.1K | 0.01% | 1189 |
|
|
2021
Q4 | $308K | Buy |
+1,357
| New | +$308K | 0.01% | 1104 |
|
|
2018
Q4 | – | Sell |
-4,096
| Closed | -$352K | – | 881 |
|
|
2018
Q3 | $352K | Buy |
4,096
+161
| +4% | +$13.8K | 0.02% | 674 |
|
|
2018
Q2 | $387K | Buy |
+3,935
| New | +$387K | 0.02% | 586 |
|
|
2018
Q1 | – | Sell |
-3,155
| Closed | -$274K | – | 810 |
|
|
2017
Q4 | $274K | Buy |
+3,155
| New | +$274K | 0.02% | 611 |
|