Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,206
| Closed | -$217K | – | 772 |
|
|
2024
Q3 | $217K | Sell |
1,206
-151
| -11% | -$27.2K | 0.02% | 693 |
|
|
2024
Q2 | $211K | Sell |
1,357
-738
| -35% | -$115K | 0.02% | 705 |
|
|
2024
Q1 | $308K | Buy |
+2,095
| New | +$308K | 0.02% | 597 |
|
|
2022
Q4 | – | Sell |
-2,229
| Closed | -$385K | – | 732 |
|
|
2022
Q3 | $385K | Buy |
+2,229
| New | +$385K | 0.04% | 494 |
|