Glassman Wealth Services’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 | – | Sell |
-185
| Closed | -$29.7K | – | 749 |
|
|
2023
Q4 | $29.7K | Sell |
185
-77
| -29% | -$12.3K | ﹤0.01% | 594 |
|
|
2023
Q3 | $31.9K | Buy |
262
+163
| +165% | +$19.8K | 0.01% | 536 |
|
|
2023
Q2 | $14.7K | Buy |
99
+35
| +55% | +$5.21K | ﹤0.01% | 701 |
|
|
2023
Q1 | $10.4K | Sell |
64
-9
| -12% | -$1.47K | ﹤0.01% | 802 |
|
|
2022
Q4 | $10.7K | Sell |
73
-23
| -24% | -$3.39K | ﹤0.01% | 804 |
|
|
2022
Q3 | $17K | Buy |
96
+39
| +68% | +$6.91K | ﹤0.01% | 664 |
|
|
2022
Q2 | $10K | Sell |
57
-14
| -20% | -$2.46K | ﹤0.01% | 806 |
|
|
2022
Q1 | $15K | Buy |
71
+19
| +37% | +$4.01K | ﹤0.01% | 715 |
|
|
2021
Q4 | $12K | Buy |
52
+8
| +18% | +$1.85K | ﹤0.01% | 727 |
|
|
2021
Q3 | $7K | Buy |
44
+16
| +57% | +$2.55K | ﹤0.01% | 857 |
|
|
2021
Q2 | $5K | Buy |
28
+10
| +56% | +$1.79K | ﹤0.01% | 908 |
|
|
2021
Q1 | $2K | Sell |
18
-7
| -28% | -$778 | ﹤0.01% | 1089 |
|
|
2020
Q4 | $3K | Buy |
25
+3
| +14% | +$360 | ﹤0.01% | 971 |
|
|
2020
Q3 | $2K | Buy |
22
+9
| +69% | +$818 | ﹤0.01% | 991 |
|
|
2020
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q1 | $1K | Sell |
13
-8
| -38% | -$615 | ﹤0.01% | 864 |
|
|
2019
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 749 |
|
|
2019
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 692 |
|
|
2019
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 714 |
|
|
2019
Q1 | $2K | Buy |
21
+15
| +250% | +$1.43K | ﹤0.01% | 694 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 625 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 672 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 653 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 607 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 562 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 569 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 580 |
|
|
2017
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 611 |
|
|
2016
Q4 | – | Sell |
-5
| Closed | – | – | 648 |
|
|
2016
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 508 |
|