Global Retirement Partners’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
$66.9K Buy
+454
New +$66.9K ﹤0.01% 1621
2024
Q4
$58.5K Sell
391
-16
-4% -$2.39K ﹤0.01% 1548
2024
Q3
$73.3K Buy
407
+248
+156% +$44.7K ﹤0.01% 1377
2024
Q2
$24.7K Sell
159
-98
-38% -$15.2K ﹤0.01% 1875
2024
Q1
$37.8K Buy
257
+72
+39% +$10.6K ﹤0.01% 1531
2023
Q4
$27.8K Buy
185
+6
+3% +$903 ﹤0.01% 1599
2023
Q3
$20.8K Buy
179
+80
+81% +$9.31K ﹤0.01% 1634
2023
Q2
$14.7K Sell
99
-21
-18% -$3.13K ﹤0.01% 1810
2023
Q1
$17.7K Buy
120
+13
+12% +$1.91K ﹤0.01% 1691
2022
Q4
$15.7K Buy
107
+24
+29% +$3.53K ﹤0.01% 1577
2022
Q3
$15K Buy
83
+8
+11% +$1.45K ﹤0.01% 1511
2022
Q2
$13K Buy
75
+35
+88% +$6.07K ﹤0.01% 1515
2022
Q1
$7K Buy
+40
New +$7K ﹤0.01% 1761
2021
Q4
Sell
-9
Closed -$2K 715
2021
Q3
$2K Buy
9
+6
+200% +$1.33K ﹤0.01% 1814
2021
Q2
$0 Buy
+3
New ﹤0.01% 1881
2019
Q2
Sell
-25
Closed -$3K 1624
2019
Q1
$3K Buy
+25
New +$3K ﹤0.01% 1340