First Western Trust Bank’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 | $208K | Hold |
1,410
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $209K | Hold |
1,410
| – | – | 0.01% | 184 |
|
|
2024
Q4 | $211K | Hold |
1,410
| – | – | 0.01% | 190 |
|
|
2024
Q3 | $254K | Hold |
1,410
| – | – | 0.01% | 179 |
|
|
2024
Q2 | $219K | Hold |
1,410
| – | – | 0.01% | 183 |
|
|
2024
Q1 | $207K | Sell |
1,410
-16
| -1% | -$2.35K | 0.01% | 202 |
|
|
2023
Q4 | $229K | Buy |
+1,426
| New | +$229K | 0.01% | 181 |
|
|
2023
Q3 | – | Sell |
-1,387
| Closed | -$206K | – | 178 |
|
|
2023
Q2 | $206K | Sell |
1,387
-10
| -0.7% | -$1.49K | 0.01% | 181 |
|
|
2023
Q1 | $228K | Hold |
1,397
| – | – | 0.01% | 178 |
|
|
2022
Q4 | $206K | Hold |
1,397
| – | – | 0.01% | 178 |
|
|
2022
Q3 | $241K | Sell |
1,397
-1
| -0.1% | -$173 | 0.02% | 155 |
|
|
2022
Q2 | $239K | Hold |
1,398
| – | – | 0.02% | 159 |
|
|
2022
Q1 | $292K | Buy |
+1,398
| New | +$292K | 0.02% | 156 |
|