FinTrust Capital Advisors’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
Q3 | $28.3K | Hold |
157
| – | – | ﹤0.01% | 730 |
|
|
2024
Q2 | $24.4K | Buy |
157
+32
| +26% | +$4.97K | ﹤0.01% | 703 |
|
|
2024
Q1 | $18.4K | Hold |
125
| – | – | ﹤0.01% | 733 |
|
|
2023
Q4 | $20K | Hold |
125
| – | – | ﹤0.01% | 675 |
|
|
2023
Q3 | $15.2K | Hold |
125
| – | – | ﹤0.01% | 702 |
|
|
2023
Q2 | $18.4K | Hold |
125
| – | – | ﹤0.01% | 663 |
|
|
2023
Q1 | $18.4K | Hold |
125
| – | – | ﹤0.01% | 662 |
|
|
2022
Q4 | $18.4K | Hold |
125
| – | – | ﹤0.01% | 661 |
|
|
2022
Q3 | $21K | Hold |
125
| – | – | 0.01% | 706 |
|
|
2022
Q2 | $22K | Hold |
125
| – | – | 0.01% | 712 |
|
|
2022
Q1 | $26K | Hold |
125
| – | – | 0.01% | 696 |
|
|
2021
Q4 | $28K | Buy |
+125
| New | +$28K | 0.01% | 648 |
|
|
2020
Q2 | – | Sell |
-234
| Closed | -$22K | – | 1075 |
|
|
2020
Q1 | $22K | Hold |
234
| – | – | 0.01% | 596 |
|
|
2019
Q4 | $25K | Hold |
234
| – | – | 0.01% | 588 |
|
|
2019
Q3 | $27K | Hold |
234
| – | – | 0.01% | 562 |
|
|
2019
Q2 | $25K | Buy |
234
+126
| +117% | +$13.5K | 0.01% | 549 |
|
|
2019
Q1 | $11K | Buy |
108
+90
| +500% | +$9.17K | ﹤0.01% | 747 |
|
|
2018
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1080 |
|