Hudson Valley Investment 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 | $415K | Hold |
2,812
| – | – | 0.05% | 128 |
|
|
2025
Q1 | $418K | Hold |
2,812
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $421K | Sell |
2,812
-52
| -2% | -$7.78K | 0.05% | 127 |
|
|
2024
Q3 | $516K | Hold |
2,864
| – | – | 0.06% | 122 |
|
|
2024
Q2 | $458K | Hold |
2,864
| – | – | 0.06% | 132 |
|
|
2024
Q1 | $421K | Hold |
2,864
| – | – | 0.05% | 133 |
|
|
2023
Q4 | $458K | Hold |
2,864
| – | – | 0.06% | 131 |
|
|
2023
Q3 | $348K | Buy |
+2,864
| New | +$348K | 0.05% | 144 |
|