Global Wealth Management Investment Advisory’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 | $3.44M | Buy |
23,360
+148
| +0.6% | +$21.8K | 0.65% | 55 |
|
|
2025
Q1 | $3.45M | Buy |
23,212
+4,393
| +23% | +$652K | 0.69% | 51 |
|
|
2024
Q4 | $2.82M | Buy |
18,819
+689
| +4% | +$103K | 0.58% | 57 |
|
|
2024
Q3 | $3.27M | Sell |
18,130
-264
| -1% | -$47.6K | 0.71% | 47 |
|
|
2024
Q2 | $2.86M | Buy |
18,394
+693
| +4% | +$108K | 0.67% | 52 |
|
|
2024
Q1 | $2.6M | Sell |
17,701
-2,952
| -14% | -$434K | 0.64% | 54 |
|
|
2023
Q4 | $3.31M | Buy |
+20,653
| New | +$3.31M | 0.85% | 45 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 253 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 454 |
|