Independent Advisor Alliance’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 | $314K | Buy |
2,129
+105
| +5% | +$15.5K | 0.01% | 713 |
|
|
2025
Q1 | $301K | Sell |
2,024
-80
| -4% | -$11.9K | 0.01% | 658 |
|
|
2024
Q4 | $315K | Buy |
2,104
+571
| +37% | +$85.4K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $276K | Sell |
1,533
-74
| -5% | -$13.3K | 0.01% | 588 |
|
|
2024
Q2 | $250K | Buy |
+1,607
| New | +$250K | 0.01% | 618 |
|
|
2022
Q3 | – | Sell |
-1,286
| Closed | -$219K | – | 636 |
|
|
2022
Q2 | $219K | Hold |
1,286
| – | – | 0.01% | 554 |
|
|
2022
Q1 | $264K | Hold |
1,286
| – | – | 0.01% | 528 |
|
|
2021
Q4 | $292K | Buy |
+1,286
| New | +$292K | 0.01% | 530 |
|