J.W. Cole Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $701K | Buy |
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|
2025
Q2 | $712K | Buy |
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|
2025
Q1 | $695K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $395K | Buy |
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