Contravisory Investment Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,298
| Closed | -$338K | – | 342 |
|
2022
Q4 | $338K | Buy |
+2,298
| New | +$338K | 0.09% | 147 |
|
2020
Q2 | – | Sell |
-2,661
| Closed | -$255K | – | 277 |
|
2020
Q1 | $255K | Sell |
2,661
-50
| -2% | -$4.79K | 0.11% | 98 |
|
2019
Q4 | $286K | Buy |
2,711
+46
| +2% | +$4.85K | 0.1% | 127 |
|
2019
Q3 | $311K | Buy |
+2,665
| New | +$311K | 0.12% | 110 |
|
2018
Q4 | – | Sell |
-3,926
| Closed | -$340K | – | 311 |
|
2018
Q3 | $340K | Buy |
3,926
+3,878
| +8,079% | +$336K | 0.12% | 103 |
|
2018
Q2 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 292 |
|
2018
Q1 | – | Sell |
-46
| Closed | -$4K | – | 373 |
|
2017
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 298 |
|