Eliot Finkel Investment Counsel’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-30,800
| Closed | -$3.6M | – | 35 |
|
|
2019
Q3 | $3.6M | Sell |
30,800
-780
| -2% | -$91.1K | 2.57% | 20 |
|
|
2019
Q2 | $3.35M | Hold |
31,580
| – | – | 2.15% | 23 |
|
|
2019
Q1 | $3.22M | Hold |
31,580
| – | – | 2.13% | 23 |
|
|
2018
Q4 | $2.86M | Sell |
31,580
-560
| -2% | -$50.7K | 2.09% | 25 |
|
|
2018
Q3 | $2.79M | Sell |
32,140
-3,020
| -9% | -$262K | 1.77% | 28 |
|
|
2018
Q2 | $3.51M | Sell |
35,160
-400
| -1% | -$39.9K | 2.37% | 22 |
|
|
2018
Q1 | $3.11M | Sell |
35,560
-10
| -0% | -$874 | 2.19% | 27 |
|
|
2017
Q4 | $3.11M | Buy |
35,570
+1,385
| +4% | +$121K | 2.05% | 26 |
|
|
2017
Q3 | $2.73M | Buy |
34,185
+2,240
| +7% | +$179K | 1.95% | 27 |
|
|
2017
Q2 | $2.49M | Buy |
+31,945
| New | +$2.49M | 1.83% | 28 |
|