CAG
Curtis Advisory Group’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,455
| Closed | -$216K | – | 107 |
|
|
2025
Q1 | $216K | Sell |
1,455
-98
| -6% | -$14.6K | 0.06% | 96 |
|
|
2024
Q4 | $232K | Sell |
1,553
-50
| -3% | -$7.48K | 0.06% | 91 |
|
|
2024
Q3 | $289K | Sell |
1,603
-50
| -3% | -$9.01K | 0.08% | 83 |
|
|
2024
Q2 | $257K | Sell |
1,653
-68
| -4% | -$10.6K | 0.09% | 82 |
|
|
2024
Q1 | $253K | Sell |
1,721
-125
| -7% | -$18.4K | 0.1% | 84 |
|
|
2023
Q4 | $296K | Sell |
1,846
-837
| -31% | -$134K | 0.14% | 75 |
|
|
2023
Q3 | $326K | Buy |
2,683
+1,102
| +70% | +$134K | 0.11% | 69 |
|
|
2023
Q2 | $235K | Sell |
1,581
-39
| -2% | -$5.81K | 0.08% | 81 |
|
|
2023
Q1 | $264K | Buy |
1,620
+97
| +6% | +$15.8K | 0.1% | 77 |
|
|
2022
Q4 | $224K | Sell |
1,523
-140
| -8% | -$20.6K | 0.09% | 82 |
|
|
2022
Q3 | $287K | Hold |
1,663
| – | – | 0.12% | 72 |
|
|
2022
Q2 | $283K | Sell |
1,663
-167
| -9% | -$28.4K | 0.11% | 71 |
|
|
2022
Q1 | $376K | Sell |
1,830
-228
| -11% | -$46.8K | 0.13% | 56 |
|
|
2021
Q4 | $467K | Hold |
2,058
| – | – | 0.15% | 54 |
|
|
2021
Q3 | $346K | Hold |
2,058
| – | – | 0.13% | 54 |
|
|
2021
Q2 | $337K | Buy |
2,058
+173
| +9% | +$28.3K | 0.15% | 54 |
|
|
2021
Q1 | $250K | Sell |
1,885
-90
| -5% | -$11.9K | 0.11% | 62 |
|
|
2020
Q4 | $229K | Buy |
+1,975
| New | +$229K | 0.11% | 67 |
|