Dakota Wealth 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
Q3 | – | Sell |
-3,228
| Closed | -$481K | – | 667 |
|
|
2023
Q2 | $481K | Sell |
3,228
-8
| -0.2% | -$1.19K | 0.02% | 392 |
|
|
2023
Q1 | $527K | Sell |
3,236
-1,163
| -26% | -$189K | 0.04% | 355 |
|
|
2022
Q4 | $648K | Buy |
+4,399
| New | +$648K | 0.05% | 300 |
|
|
2022
Q2 | – | Sell |
-1,614
| Closed | -$332K | – | 515 |
|
|
2022
Q1 | $332K | Buy |
+1,614
| New | +$332K | 0.03% | 345 |
|