Cornerstone Planning Group’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 | $4.02K | Buy |
29
+9
| +45% | +$1.25K | ﹤0.01% | 778 |
|
|
2025
Q1 | $2.83K | Buy |
20
+11
| +122% | +$1.55K | ﹤0.01% | 899 |
|
|
2024
Q4 | $1.4K | Sell |
9
-2
| -18% | -$312 | ﹤0.01% | 885 |
|
|
2024
Q3 | $1.82K | Buy |
11
+2
| +22% | +$331 | ﹤0.01% | 787 |
|
|
2024
Q2 | $1.43K | Buy |
9
+2
| +29% | +$318 | ﹤0.01% | 863 |
|
|
2024
Q1 | $994 | Buy |
7
+5
| +250% | +$710 | ﹤0.01% | 784 |
|
|
2023
Q4 | $321 | Hold |
2
| – | – | ﹤0.01% | 824 |
|
|
2023
Q3 | $243 | Buy |
+2
| New | +$243 | ﹤0.01% | 1000 |
|
|
2022
Q4 | $600 | Buy |
+4
| New | +$600 | ﹤0.01% | 1434 |
|