HWA
HHM Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
860
-1
| -0.1% | -$147 | 0.02% | 253 |
|
|
2025
Q1 | $128K | Hold |
861
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $129K | Hold |
861
| – | – | 0.02% | 233 |
|
|
2024
Q3 | $155K | Buy |
861
+89
| +12% | +$16K | 0.02% | 207 |
|
|
2024
Q2 | $120K | Buy |
772
+689
| +830% | +$107K | 0.02% | 223 |
|
|
2024
Q1 | $12.2K | Hold |
83
| – | – | ﹤0.01% | 487 |
|
|
2023
Q4 | $13.3K | Hold |
83
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $10.1K | Hold |
83
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $12.4K | Sell |
83
-8
| -9% | -$1.19K | ﹤0.01% | 489 |
|
|
2023
Q1 | $14.8K | Buy |
91
+12
| +15% | +$1.96K | ﹤0.01% | 455 |
|
|
2022
Q4 | $11.6K | Buy |
79
+21
| +36% | +$3.09K | ﹤0.01% | 431 |
|
|
2022
Q3 | $10K | Buy |
58
+31
| +115% | +$5.35K | ﹤0.01% | 435 |
|
|
2022
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 635 |
|
|
2022
Q1 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 590 |
|