Creative Financial Designs’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 | $25.4K | Buy |
172
+54
| +46% | +$7.96K | ﹤0.01% | 1058 |
|
|
2025
Q1 | $17.5K | Buy |
118
+2
| +2% | +$297 | ﹤0.01% | 1118 |
|
|
2024
Q4 | $17.4K | Buy |
116
+81
| +231% | +$12.1K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $6.31K | Hold |
35
| – | – | ﹤0.01% | 1322 |
|
|
2024
Q2 | $5.44K | Hold |
35
| – | – | ﹤0.01% | 1302 |
|
|
2024
Q1 | $5.15K | Buy |
+35
| New | +$5.15K | ﹤0.01% | 1302 |
|
|
2023
Q3 | – | Sell |
-154
| Closed | -$22.9K | – | 1524 |
|
|
2023
Q2 | $22.9K | Buy |
154
+66
| +75% | +$9.82K | ﹤0.01% | 817 |
|
|
2023
Q1 | $14.3K | Buy |
+88
| New | +$14.3K | ﹤0.01% | 883 |
|