Empirical 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 | $352K | Buy |
2,385
+265
| +13% | +$39.1K | 0.01% | 490 |
|
|
2025
Q1 | $315K | Hold |
2,120
| – | – | 0.01% | 501 |
|
|
2024
Q4 | $317K | Sell |
2,120
-14
| -0.7% | -$2.09K | 0.01% | 486 |
|
|
2024
Q3 | $385K | Hold |
2,134
| – | – | 0.01% | 417 |
|
|
2024
Q2 | $332K | Sell |
2,134
-161
| -7% | -$25K | 0.01% | 433 |
|
|
2024
Q1 | $337K | Hold |
2,295
| – | – | 0.01% | 412 |
|
|
2023
Q4 | $368K | Sell |
2,295
-1,060
| -32% | -$170K | 0.01% | 362 |
|
|
2023
Q3 | $408K | Buy |
+3,355
| New | +$408K | 0.02% | 330 |
|
|
2022
Q2 | – | Sell |
-1,661
| Closed | -$341K | – | 486 |
|
|
2022
Q1 | $341K | Sell |
1,661
-48
| -3% | -$9.85K | 0.02% | 389 |
|
|
2021
Q4 | $388K | Sell |
1,709
-114
| -6% | -$25.9K | 0.02% | 386 |
|
|
2021
Q3 | $306K | Sell |
1,823
-406
| -18% | -$68.1K | 0.02% | 376 |
|
|
2021
Q2 | $365K | Buy |
2,229
+8
| +0.4% | +$1.31K | 0.02% | 345 |
|
|
2021
Q1 | $294K | Sell |
2,221
-882
| -28% | -$117K | 0.02% | 327 |
|
|
2020
Q4 | $360K | Buy |
3,103
+318
| +11% | +$36.9K | 0.03% | 281 |
|
|
2020
Q3 | $298K | Sell |
2,785
-445
| -14% | -$47.6K | 0.03% | 283 |
|
|
2020
Q2 | $298K | Sell |
3,230
-210
| -6% | -$19.4K | 0.03% | 277 |
|
|
2020
Q1 | $329K | Buy |
3,440
+573
| +20% | +$54.8K | 0.04% | 234 |
|
|
2019
Q4 | $303K | Buy |
2,867
+1,002
| +54% | +$106K | 0.03% | 253 |
|
|
2019
Q3 | $218K | Buy |
+1,865
| New | +$218K | 0.03% | 263 |
|