First Trust Direct Indexing’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $535K | Buy |
|
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|
2023
Q4 | $420K | Buy |
|
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|
2023
Q3 | $218K | Buy |
|
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $301K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $265K | Buy |
|