HB Wealth Management’s Extra Space Storage EXR Stock Holding History

HB Wealth Management’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$497K	Buy
2025 Q2	$407K	Sell
2025 Q1	$458K	Buy
2024 Q4	$405K	Sell
2024 Q3	$495K	Buy
2024 Q2	$380K	Buy
2024 Q1	$226K	Buy
2023 Q4	$216K	Sell
2023 Q3	$287K	Buy