Heritage Wealth 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 | $14.7K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2025
Q1 | $14.8K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $15.5K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $14.7K | Hold |
100
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 424 |
|