DFPG Investments’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
Q4 | $986K | Hold |
6,212
| – | – | 0.08% | 233 |
|
|
2023
Q3 | $734K | Buy |
6,212
+47
| +0.8% | +$5.55K | 0.07% | 261 |
|
|
2023
Q2 | $918K | Sell |
6,165
-355
| -5% | -$52.9K | 0.08% | 244 |
|
|
2023
Q1 | $1.06M | Buy |
6,520
+11
| +0.2% | +$1.79K | 0.11% | 190 |
|
|
2022
Q4 | $1M | Hold |
6,509
| – | – | 0.17% | 143 |
|
|
2022
Q3 | $1.08M | Hold |
6,509
| – | – | 0.46% | 54 |
|
|
2022
Q2 | $1.1M | Hold |
6,509
| – | – | 0.48% | 53 |
|
|
2022
Q1 | $1.38M | Hold |
6,509
| – | – | 0.54% | 50 |
|
|
2021
Q4 | $1.27M | Buy |
6,509
+258
| +4% | +$50.4K | 0.53% | 51 |
|
|
2021
Q3 | $1.15M | Buy |
6,251
+49
| +0.8% | +$9K | 0.43% | 65 |
|
|
2021
Q2 | $1.06M | Buy |
6,202
+38
| +0.6% | +$6.52K | 0.4% | 72 |
|
|
2021
Q1 | $832K | Hold |
6,164
| – | – | 0.36% | 80 |
|
|
2020
Q4 | $691K | Buy |
6,164
+2
| +0% | +$224 | 0.32% | 88 |
|
|
2020
Q3 | $693K | Sell |
6,162
-32
| -0.5% | -$3.6K | 0.37% | 78 |
|
|
2020
Q2 | $589K | Hold |
6,194
| – | – | 0.36% | 81 |
|
|
2020
Q1 | $576K | Buy |
+6,194
| New | +$576K | 0.43% | 71 |
|