Friedberg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,580
| Closed | -$331K | – | 98 |
|
|
2016
Q2 | $331K | Sell |
3,580
-50
| -1% | -$4.62K | 0.16% | 84 |
|
|
2016
Q1 | $339K | Sell |
3,630
-100
| -3% | -$9.34K | 0.17% | 79 |
|
|
2015
Q4 | $329K | Sell |
3,730
-110
| -3% | -$9.7K | 0.16% | 83 |
|
|
2015
Q3 | $296K | Buy |
3,840
+110
| +3% | +$8.48K | 0.14% | 81 |
|
|
2015
Q2 | $243K | Hold |
3,730
| – | – | 0.09% | 98 |
|
|
2015
Q1 | $252K | Hold |
3,730
| – | – | 0.09% | 96 |
|
|
2014
Q4 | $218K | Buy |
+3,730
| New | +$218K | 0.09% | 102 |
|