Darwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1K | Hold |
21
| – | – | ﹤0.01% | 455 |
|
|
2025
Q1 | $3.14K | Hold |
21
| – | – | ﹤0.01% | 480 |
|
|
2024
Q4 | $3.14K | Hold |
21
| – | – | ﹤0.01% | 480 |
|
|
2024
Q3 | $3.78K | Buy |
+21
| New | +$3.78K | ﹤0.01% | 473 |
|
|
2020
Q2 | – | Sell |
-28,032
| Closed | -$2.68M | – | 340 |
|
|
2020
Q1 | $2.68M | Buy |
28,032
+690
| +3% | +$66.1K | 0.85% | 40 |
|
|
2019
Q4 | $2.89M | Buy |
27,342
+492
| +2% | +$52K | 0.77% | 50 |
|
|
2019
Q3 | $3.14M | Buy |
26,850
+1,219
| +5% | +$142K | 0.93% | 39 |
|
|
2019
Q2 | $2.72M | Buy |
25,631
+275
| +1% | +$29.2K | 0.84% | 46 |
|
|
2019
Q1 | $2.58M | Buy |
+25,356
| New | +$2.58M | 0.85% | 41 |
|
|
2018
Q1 | – | Sell |
-22,813
| Closed | -$2M | – | 138 |
|
|
2017
Q4 | $2M | Buy |
+22,813
| New | +$2M | 0.85% | 47 |
|