Choate Investment 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 | $329K | Buy |
2,232
+1
| +0% | +$147 | 0.01% | 328 |
|
|
2025
Q1 | $331K | Buy |
2,231
+1
| +0% | +$148 | 0.01% | 315 |
|
|
2024
Q4 | $334K | Sell |
2,230
-123
| -5% | -$18.4K | 0.01% | 311 |
|
|
2024
Q3 | $424K | Buy |
2,353
+42
| +2% | +$7.57K | 0.01% | 279 |
|
|
2024
Q2 | $359K | Buy |
2,311
+4
| +0.2% | +$622 | 0.01% | 287 |
|
|
2024
Q1 | $339K | Buy |
+2,307
| New | +$339K | 0.01% | 317 |
|