Fiduciary Family Office’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 | $250K | Buy |
+1,694
| New | +$250K | 0.08% | 166 |
|
|
2024
Q4 | – | Sell |
-1,332
| Closed | -$240K | – | 122 |
|
|
2024
Q3 | $240K | Buy |
1,332
+29
| +2% | +$5.23K | 0.08% | 187 |
|
|
2024
Q2 | $202K | Sell |
1,303
-377
| -22% | -$58.6K | 0.08% | 193 |
|
|
2024
Q1 | $247K | Buy |
1,680
+26
| +2% | +$3.82K | 0.1% | 186 |
|
|
2023
Q4 | $265K | Buy |
+1,654
| New | +$265K | 0.12% | 177 |
|