Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$593 | – | 1808 |
|
|
2024
Q1 | $593 | Buy |
+4
| New | +$593 | ﹤0.01% | 1337 |
|
|
2022
Q4 | – | Sell |
-2,768
| Closed | -$2.29K | – | 1466 |
|
|
2022
Q3 | $2.29K | Buy |
+2,768
| New | +$2.29K | 0.08% | 257 |
|
|
2022
Q1 | – | Sell |
-908
| Closed | -$73 | – | 940 |
|
|
2021
Q4 | $73 | Buy |
+908
| New | +$73 | ﹤0.01% | 691 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$4K | – | 1481 |
|
|
2019
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 735 |
|
|
2019
Q2 | – | Sell |
-33
| Closed | -$3K | – | 1376 |
|
|
2019
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 827 |
|
|
2018
Q3 | – | Sell |
-116
| Closed | -$11K | – | 1472 |
|
|
2018
Q2 | $11K | Buy |
116
+108
| +1,350% | +$10.2K | 0.01% | 546 |
|
|
2018
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1129 |
|