Elevation Wealth Partners’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 | $9.58K | Hold |
65
| – | – | ﹤0.01% | 370 |
|
|
2025
Q1 | $9.65K | Hold |
65
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $9.72K | Hold |
65
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $11.7K | Hold |
65
| – | – | 0.01% | 343 |
|
|
2024
Q2 | $10.1K | Hold |
65
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $9.56K | Sell |
65
-63
| -49% | -$9.26K | ﹤0.01% | 357 |
|
|
2023
Q4 | $15.6K | Buy |
+128
| New | +$15.6K | 0.01% | 300 |
|