Householder Group Estate & Retirement Specialist’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,270
| Closed | -$409K | – | 745 |
|
|
2024
Q3 | $409K | Buy |
2,270
+21
| +0.9% | +$3.78K | 0.12% | 162 |
|
|
2024
Q2 | $349K | Buy |
2,249
+47
| +2% | +$7.29K | 0.1% | 173 |
|
|
2024
Q1 | $324K | Sell |
2,202
-259
| -11% | -$38.1K | 0.1% | 178 |
|
|
2023
Q4 | $394K | Hold |
2,461
| – | – | 0.13% | 149 |
|
|
2023
Q3 | $299K | Buy |
+2,461
| New | +$299K | 0.11% | 165 |
|