Cetera Trust Company’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 | $298K | Buy |
2,021
+50
| +3% | +$7.37K | 0.18% | 107 |
|
|
2025
Q1 | $293K | Buy |
1,971
+200
| +11% | +$29.7K | 0.19% | 101 |
|
|
2024
Q4 | $265K | Sell |
1,771
-225
| -11% | -$33.7K | 0.17% | 118 |
|
|
2024
Q3 | $360K | Sell |
1,996
-25
| -1% | -$4.51K | 0.22% | 84 |
|
|
2024
Q2 | $314K | Hold |
2,021
| – | – | 0.2% | 88 |
|
|
2024
Q1 | $297K | Buy |
2,021
+305
| +18% | +$44.8K | 0.18% | 101 |
|
|
2023
Q4 | $275K | Buy |
+1,716
| New | +$275K | 0.17% | 108 |
|