Continuum Advisory’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 | – | Sell |
-313
| Closed | -$46.5K | – | 778 |
|
|
2025
Q1 | $46.5K | Buy |
313
+2
| +0.6% | +$297 | 0.01% | 699 |
|
|
2024
Q4 | $46.5K | Hold |
311
| – | – | 0.01% | 684 |
|
|
2024
Q3 | $50.8K | Buy |
311
+126
| +68% | +$20.6K | 0.01% | 657 |
|
|
2024
Q2 | $28.8K | Hold |
185
| – | – | ﹤0.01% | 723 |
|
|
2024
Q1 | $27.1K | Buy |
+185
| New | +$27.1K | ﹤0.01% | 725 |
|