Evoke Wealth’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 | $360K | Buy |
+2,443
| New | +$360K | 0.01% | 403 |
|
|
2022
Q4 | – | Sell |
-116
| Closed | -$20K | – | 642 |
|
|
2022
Q3 | $20K | Buy |
116
+37
| +47% | +$6.38K | ﹤0.01% | 643 |
|
|
2022
Q2 | $14K | Buy |
79
+4
| +5% | +$709 | ﹤0.01% | 718 |
|
|
2022
Q1 | $15K | Buy |
75
+14
| +23% | +$2.8K | ﹤0.01% | 704 |
|
|
2021
Q4 | $14K | Buy |
61
+1
| +2% | +$230 | ﹤0.01% | 732 |
|
|
2021
Q3 | $10K | Sell |
60
-45
| -43% | -$7.5K | ﹤0.01% | 742 |
|
|
2021
Q2 | $17K | Buy |
105
+41
| +64% | +$6.64K | ﹤0.01% | 677 |
|
|
2021
Q1 | $9K | Hold |
64
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $7K | Hold |
64
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $7K | Hold |
64
| – | – | ﹤0.01% | 606 |
|
|
2020
Q2 | $6K | Hold |
64
| – | – | ﹤0.01% | 628 |
|
|
2020
Q1 | $6.18K | Sell |
64
-229
| -78% | -$22.1K | ﹤0.01% | 574 |
|
|
2019
Q4 | $31K | Sell |
293
-514
| -64% | -$54.4K | ﹤0.01% | 503 |
|
|
2019
Q3 | $94.3K | Buy |
+807
| New | +$94.3K | 0.01% | 374 |
|