Jackson Creek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,526
| Closed | -$609K | – | 322 |
|
|
2022
Q3 | $609K | Sell |
3,526
-264
| -7% | -$45.6K | 0.29% | 192 |
|
|
2022
Q2 | $718K | Buy |
3,790
+167
| +5% | +$31.6K | 0.29% | 192 |
|
|
2022
Q1 | $745K | Sell |
3,623
-147
| -4% | -$30.2K | 0.27% | 193 |
|
|
2021
Q4 | $855K | Sell |
3,770
-365
| -9% | -$82.8K | 0.31% | 185 |
|
|
2021
Q3 | $695K | Sell |
4,135
-170
| -4% | -$28.6K | 0.26% | 195 |
|
|
2021
Q2 | $705K | Sell |
4,305
-1,188
| -22% | -$195K | 0.26% | 198 |
|
|
2021
Q1 | $728K | Buy |
5,493
+1,794
| +48% | +$238K | 0.25% | 199 |
|
|
2020
Q4 | $429K | Buy |
+3,699
| New | +$429K | 0.17% | 242 |
|