Institutional & Family Asset Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1
| Closed | -$149 | – | 731 |
|
|
2023
Q2 | $149 | Sell |
1
-548
| -100% | -$81.7K | ﹤0.01% | 738 |
|
|
2023
Q1 | $89.4K | Buy |
549
+141
| +35% | +$23K | 0.01% | 181 |
|
|
2022
Q4 | $60K | Sell |
408
-99
| -20% | -$14.6K | 0.01% | 207 |
|
|
2022
Q3 | $88K | Hold |
507
| – | – | 0.02% | 177 |
|
|
2022
Q2 | $86K | Buy |
507
+149
| +42% | +$25.3K | 0.01% | 184 |
|
|
2022
Q1 | $74K | Buy |
358
+306
| +588% | +$63.3K | 0.01% | 221 |
|
|
2021
Q4 | $12K | Hold |
52
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $9K | Hold |
52
| – | – | ﹤0.01% | 559 |
|
|
2021
Q2 | $9K | Buy |
52
+7
| +16% | +$1.21K | ﹤0.01% | 602 |
|
|
2021
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 650 |
|
|
2020
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 636 |
|
|
2020
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 583 |
|
|
2020
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 602 |
|
|
2020
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 555 |
|
|
2019
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 592 |
|
|
2019
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 557 |
|
|
2019
Q2 | $5K | Sell |
45
-14
| -24% | -$1.56K | ﹤0.01% | 588 |
|
|
2019
Q1 | $6K | Sell |
59
-14
| -19% | -$1.42K | ﹤0.01% | 572 |
|
|
2018
Q4 | $7K | Buy |
73
+21
| +40% | +$2.01K | ﹤0.01% | 527 |
|
|
2018
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 610 |
|
|
2018
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 606 |
|
|
2018
Q1 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 589 |
|