Horst & Graben 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 | $395K | Sell |
2,681
-15
| -0.6% | -$2.21K | 0.07% | 115 |
|
|
2025
Q1 | $400K | Sell |
2,696
-10
| -0.4% | -$1.49K | 0.07% | 109 |
|
|
2024
Q4 | $405K | Buy |
2,706
+25
| +0.9% | +$3.74K | 0.07% | 102 |
|
|
2024
Q3 | $483K | Hold |
2,681
| – | – | 0.09% | 91 |
|
|
2024
Q2 | $417K | Hold |
2,681
| – | – | 0.08% | 93 |
|
|
2024
Q1 | $394K | Hold |
2,681
| – | – | 0.08% | 96 |
|
|
2023
Q4 | $430K | Sell |
2,681
-1
| -0% | -$160 | 0.09% | 87 |
|
|
2023
Q3 | $326K | Buy |
2,682
+1
| +0% | +$122 | 0.08% | 101 |
|
|
2023
Q2 | $399K | Hold |
2,681
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $437K | Hold |
2,681
| – | – | 0.11% | 79 |
|
|
2022
Q4 | $395K | Hold |
2,681
| – | – | 0.1% | 87 |
|
|
2022
Q3 | $463K | Hold |
2,681
| – | – | 0.13% | 76 |
|
|
2022
Q2 | $456K | Hold |
2,681
| – | – | 0.12% | 82 |
|
|
2022
Q1 | $551K | Hold |
2,681
| – | – | 0.13% | 77 |
|
|
2021
Q4 | $608K | Hold |
2,681
| – | – | 0.15% | 70 |
|
|
2021
Q3 | $450K | Buy |
2,681
+19
| +0.7% | +$3.19K | 0.12% | 81 |
|
|
2021
Q2 | $436K | Hold |
2,662
| – | – | 0.12% | 86 |
|
|
2021
Q1 | $353K | Hold |
2,662
| – | – | 0.11% | 100 |
|
|
2020
Q4 | $308K | Hold |
2,662
| – | – | 0.11% | 92 |
|
|
2020
Q3 | $285K | Hold |
2,662
| – | – | 0.11% | 93 |
|
|
2020
Q2 | $246K | Hold |
2,662
| – | – | 0.11% | 87 |
|
|
2020
Q1 | $255K | Buy |
+2,662
| New | +$255K | 0.13% | 78 |
|