EPA
Element Pointe Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,303
| Closed | -$235K | – | 71 |
|
|
2024
Q3 | $235K | Hold |
1,303
| – | – | 0.06% | 63 |
|
|
2024
Q2 | $202K | Buy |
+1,303
| New | +$202K | 0.05% | 70 |
|
|
2024
Q1 | – | Sell |
-1,303
| Closed | -$209K | – | 78 |
|
|
2023
Q4 | $209K | Buy |
+1,303
| New | +$209K | 0.05% | 75 |
|
|
2023
Q2 | – | Sell |
-1,303
| Closed | -$212K | – | 78 |
|
|
2023
Q1 | $212K | Buy |
+1,303
| New | +$212K | 0.06% | 66 |
|
|
2022
Q4 | – | Sell |
-1,303
| Closed | -$225K | – | 73 |
|
|
2022
Q3 | $225K | Hold |
1,303
| – | – | 0.13% | 56 |
|
|
2022
Q2 | $222K | Hold |
1,303
| – | – | 0.09% | 62 |
|
|
2022
Q1 | $268K | Hold |
1,303
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $295K | Hold |
1,303
| – | – | 0.09% | 88 |
|
|
2021
Q3 | $219K | Hold |
1,303
| – | – | 0.07% | 97 |
|
|
2021
Q2 | $218K | Buy |
+1,303
| New | +$218K | 0.07% | 112 |
|