FirstPurpose Wealth’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
Q1 | $2.2M | Sell |
15,460
-115
| -0.7% | -$16.4K | 0.8% | 20 |
|
|
2023
Q4 | $2.5M | Sell |
15,575
-411
| -3% | -$65.9K | 0.95% | 18 |
|
|
2023
Q3 | $1.94M | Sell |
15,986
-31
| -0.2% | -$3.77K | 0.84% | 22 |
|
|
2023
Q2 | $2.38M | Sell |
16,017
-111
| -0.7% | -$16.5K | 1.02% | 19 |
|
|
2023
Q1 | $2.63M | Sell |
16,128
-56
| -0.3% | -$9.12K | 1.3% | 15 |
|
|
2022
Q4 | $2.38M | Buy |
16,184
+1,839
| +13% | +$271K | 1.33% | 17 |
|
|
2022
Q3 | $2.48M | Sell |
14,345
-1,609
| -10% | -$278K | 1.63% | 14 |
|
|
2022
Q2 | $2.71M | Buy |
15,954
+2,208
| +16% | +$376K | 1.82% | 12 |
|
|
2022
Q1 | $2.83M | Buy |
13,746
+61
| +0.4% | +$12.5K | 2.2% | 10 |
|
|
2021
Q4 | $3.1M | Buy |
+13,685
| New | +$3.1M | 1.95% | 9 |
|