EverSource Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
3,553
+2,864
| +416% | +$422K | 0.02% | 438 |
|
|
2025
Q1 | $102K | Sell |
689
-177
| -20% | -$26.3K | 0.01% | 901 |
|
|
2024
Q4 | $130K | Buy |
866
+615
| +245% | +$92.1K | 0.01% | 827 |
|
|
2024
Q3 | $45.3K | Buy |
251
+31
| +14% | +$5.6K | ﹤0.01% | 1114 |
|
|
2024
Q2 | $35.1K | Buy |
220
+13
| +6% | +$2.07K | ﹤0.01% | 1258 |
|
|
2024
Q1 | $27.8K | Buy |
207
+9
| +5% | +$1.21K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $31.7K | Sell |
198
-33
| -14% | -$5.28K | ﹤0.01% | 1068 |
|
|
2023
Q3 | $28.1K | Buy |
231
+143
| +163% | +$17.4K | ﹤0.01% | 1010 |
|
|
2023
Q2 | $13K | Buy |
88
+77
| +700% | +$11.4K | ﹤0.01% | 1327 |
|
|
2023
Q1 | $1.79K | Sell |
11
-15
| -58% | -$2.44K | ﹤0.01% | 1964 |
|
|
2022
Q4 | $3.83K | Buy |
26
+3
| +13% | +$442 | ﹤0.01% | 1704 |
|
|
2022
Q3 | $4K | Buy |
23
+14
| +156% | +$2.44K | ﹤0.01% | 1429 |
|
|
2022
Q2 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 1629 |
|
|
2022
Q1 | $2K | Buy |
10
+8
| +400% | +$1.6K | ﹤0.01% | 1516 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1765 |
|