Independent Portfolio Consultants’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,395
| Closed | -$129K | – | 728 |
|
|
2016
Q2 | $129K | Sell |
1,395
-690
| -33% | -$63.8K | 0.04% | 409 |
|
|
2016
Q1 | $195K | Sell |
2,085
-1,375
| -40% | -$129K | 0.05% | 346 |
|
|
2015
Q4 | $305K | Buy |
3,460
+370
| +12% | +$32.6K | 0.09% | 274 |
|
|
2015
Q3 | $238K | Buy |
+3,090
| New | +$238K | 0.05% | 325 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 950 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1042 |
|
|
2014
Q3 | – | Sell |
-192
| Closed | -$10K | – | 869 |
|
|
2014
Q2 | $10K | Buy |
+192
| New | +$10K | ﹤0.01% | 808 |
|