Glen Eagle Advisors’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 | $5.01K | Hold |
34
| – | – | ﹤0.01% | 729 |
|
|
2025
Q1 | $5.05K | Sell |
34
-33
| -49% | -$4.9K | ﹤0.01% | 730 |
|
|
2024
Q4 | $10K | Sell |
67
-25
| -27% | -$3.74K | ﹤0.01% | 654 |
|
|
2024
Q3 | $16.6K | Buy |
92
+33
| +56% | +$5.95K | ﹤0.01% | 581 |
|
|
2024
Q2 | $9.17K | Hold |
59
| – | – | ﹤0.01% | 665 |
|
|
2024
Q1 | $8.67K | Hold |
59
| – | – | ﹤0.01% | 682 |
|
|
2023
Q4 | $9.46K | Hold |
59
| – | – | ﹤0.01% | 643 |
|
|
2023
Q3 | $7.17K | Buy |
59
+6
| +11% | +$729 | ﹤0.01% | 677 |
|
|
2023
Q2 | $7.89K | Hold |
53
| – | – | ﹤0.01% | 673 |
|
|
2023
Q1 | $8.64K | Hold |
53
| – | – | ﹤0.01% | 641 |
|
|
2022
Q4 | $7.8K | Hold |
53
| – | – | ﹤0.01% | 655 |
|
|
2022
Q3 | $9.15K | Buy |
53
+5
| +10% | +$864 | ﹤0.01% | 618 |
|
|
2022
Q2 | $8.17K | Hold |
48
| – | – | ﹤0.01% | 650 |
|
|
2022
Q1 | $9.87K | Hold |
48
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $10.9K | Hold |
48
| – | – | ﹤0.01% | 603 |
|
|
2021
Q3 | $8.06K | Hold |
48
| – | – | ﹤0.01% | 744 |
|
|
2021
Q2 | $7.86K | Hold |
48
| – | – | ﹤0.01% | 739 |
|
|
2021
Q1 | $6.36K | Hold |
48
| – | – | ﹤0.01% | 733 |
|
|
2020
Q4 | $5.56K | Hold |
48
| – | – | ﹤0.01% | 724 |
|
|
2020
Q3 | $5.14K | Hold |
48
| – | – | ﹤0.01% | 693 |
|
|
2020
Q2 | $4.43K | Sell |
48
-1,105
| -96% | -$102K | ﹤0.01% | 687 |
|
|
2020
Q1 | $110K | Sell |
1,153
-300
| -21% | -$28.7K | 0.08% | 182 |
|
|
2019
Q4 | $153K | Buy |
1,453
+683
| +89% | +$72.1K | 0.08% | 191 |
|
|
2019
Q3 | $90K | Hold |
770
| – | – | 0.06% | 207 |
|
|
2019
Q2 | $81.7K | Hold |
770
| – | – | 0.06% | 217 |
|
|
2019
Q1 | $78.5K | Hold |
770
| – | – | 0.06% | 223 |
|
|
2018
Q4 | $69.7K | Sell |
770
-30
| -4% | -$2.71K | 0.06% | 219 |
|
|
2018
Q3 | $69.3K | Hold |
800
| – | – | 0.05% | 231 |
|
|
2018
Q2 | $79.8K | Hold |
800
| – | – | 0.06% | 220 |
|
|
2018
Q1 | $69.9K | Sell |
800
-400
| -33% | -$34.9K | 0.06% | 218 |
|
|
2017
Q4 | $105K | Sell |
1,200
-100
| -8% | -$8.75K | 0.09% | 190 |
|
|
2017
Q3 | $104K | Hold |
1,300
| – | – | 0.1% | 186 |
|
|
2017
Q2 | $101K | Hold |
1,300
| – | – | 0.08% | 167 |
|
|
2017
Q1 | $96.7K | Hold |
1,300
| – | – | 0.08% | 164 |
|
|
2016
Q4 | $100K | Buy |
+1,300
| New | +$100K | 0.09% | 161 |
|