Evoke Wealth’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$280K Sell
2025
Q2
$360K Buy
2022
Q4
Sell
2022
Q3
$20K Buy
2022
Q2
$14K Buy
2022
Q1
$15K Buy
2021
Q4
$14K Buy
2021
Q3
$10K Sell
2021
Q2
$17K Buy
2021
Q1
$9K Hold
2020
Q4
$7K Hold
2020
Q3
$7K Hold
2020
Q2
$6K Hold
2020
Q1
$6.18K Sell
2019
Q4
$31K Sell
2019
Q3
$94.3K Buy