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HoyleCohen’s Extra Space Storage EXR Stock Holding History

HoyleCohen’s Portfolio EXR Stock Details EXR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,340
Closed -$491K – 284
2024
Q1 		$491K Sell
3,340
-207
-6% -$30.4K 0.04% 200
2023
Q4 		$569K Hold
3,547
– – 0.05% 185
2023
Q3 		$431K Buy
+3,547
New +$431K 0.04% 190