Colonial Trust 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
Q2 | – | Sell |
-8
| Closed | -$1.18K | – | 858 |
|
|
2024
Q1 | $1.18K | Sell |
8
-10
| -56% | -$1.47K | ﹤0.01% | 849 |
|
|
2023
Q4 | $2.89K | Buy |
18
+2
| +13% | +$321 | ﹤0.01% | 665 |
|
|
2023
Q3 | $1.95K | Hold |
16
| – | – | ﹤0.01% | 723 |
|
|
2023
Q2 | $2.38K | Hold |
16
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $2.61K | Sell |
16
-4
| -20% | -$652 | ﹤0.01% | 695 |
|
|
2022
Q4 | $2.94K | Buy |
+20
| New | +$2.94K | ﹤0.01% | 680 |
|