HB Wealth Management’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 | $407K | Sell |
2,763
-319
| -10% | -$47K | ﹤0.01% | 805 |
|
|
2025
Q1 | $458K | Buy |
3,082
+376
| +14% | +$55.8K | ﹤0.01% | 777 |
|
|
2024
Q4 | $405K | Sell |
2,706
-39
| -1% | -$5.83K | ﹤0.01% | 689 |
|
|
2024
Q3 | $495K | Buy |
2,745
+298
| +12% | +$53.7K | 0.01% | 583 |
|
|
2024
Q2 | $380K | Buy |
2,447
+910
| +59% | +$141K | ﹤0.01% | 623 |
|
|
2024
Q1 | $226K | Buy |
1,537
+188
| +14% | +$27.6K | ﹤0.01% | 757 |
|
|
2023
Q4 | $216K | Sell |
1,349
-1,013
| -43% | -$162K | ﹤0.01% | 715 |
|
|
2023
Q3 | $287K | Buy |
+2,362
| New | +$287K | ﹤0.01% | 581 |
|