Financial Network Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $282K | Sell |
1,901
-10
| -0.5% | -$1.48K | 0.1% | 94 |
|
|
2024
Q4 | $285K | Hold |
1,911
| – | – | 0.1% | 91 |
|
|
2024
Q3 | $344K | Buy |
+1,911
| New | +$344K | 0.12% | 86 |
|
|
2024
Q1 | – | Sell |
-1,941
| Closed | -$311K | – | 60 |
|
|
2023
Q4 | $311K | Sell |
1,941
-300
| -13% | -$48.1K | 0.13% | 82 |
|
|
2023
Q3 | $267K | Sell |
2,241
-120
| -5% | -$14.3K | 0.13% | 81 |
|
|
2023
Q2 | $332K | Buy |
+2,361
| New | +$332K | 0.15% | 74 |
|
|
2022
Q2 | – | Sell |
-1,150
| Closed | -$236K | – | 106 |
|
|
2022
Q1 | $236K | Hold |
1,150
| – | – | 0.12% | 96 |
|
|
2021
Q4 | $261K | Buy |
+1,150
| New | +$261K | 0.13% | 94 |
|