Corient Private Wealth’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 | $1.76M | Buy |
11,920
+1,306
| +12% | +$193K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $1.58M | Buy |
10,614
+232
| +2% | +$34.5K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $1.55M | Buy |
10,382
+420
| +4% | +$62.8K | ﹤0.01% | 1101 |
|
|
2024
Q3 | $1.8M | Sell |
9,962
-2,833
| -22% | -$510K | ﹤0.01% | 1123 |
|
|
2024
Q2 | $1.99M | Buy |
12,795
+835
| +7% | +$130K | ﹤0.01% | 1016 |
|
|
2024
Q1 | $1.76M | Buy |
11,960
+553
| +5% | +$81.5K | ﹤0.01% | 1076 |
|
|
2023
Q4 | $1.83M | Sell |
11,407
-731
| -6% | -$117K | ﹤0.01% | 1043 |
|
|
2023
Q3 | $1.49M | Buy |
12,138
+4,901
| +68% | +$600K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $1.08M | Sell |
7,237
-3,533
| -33% | -$526K | ﹤0.01% | 1122 |
|
|
2023
Q1 | $1.75M | Buy |
+10,770
| New | +$1.75M | ﹤0.01% | 881 |
|