Ladenburg Thalmann Financial Services’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.84M | Buy |
17,437
+610
| +4% | +$64.4K | 0.01% | 921 |
|
2019
Q3 | $1.97M | Buy |
16,827
+2,457
| +17% | +$287K | 0.01% | 823 |
|
2019
Q2 | $1.53M | Buy |
14,370
+1,991
| +16% | +$211K | 0.01% | 940 |
|
2019
Q1 | $1.26M | Buy |
12,379
+2,083
| +20% | +$212K | 0.01% | 1027 |
|
2018
Q4 | $933K | Buy |
10,296
+2,247
| +28% | +$204K | 0.01% | 1101 |
|
2018
Q3 | $698K | Buy |
8,049
+1,155
| +17% | +$100K | 0.01% | 1362 |
|
2018
Q2 | $603K | Hold |
6,894
| – | – | 0.01% | 1434 |
|
2018
Q1 | $603K | Sell |
6,894
-1,945
| -22% | -$170K | 0.01% | 1434 |
|
2017
Q4 | $773K | Buy |
8,839
+46
| +0.5% | +$4.02K | 0.01% | 1238 |
|
2017
Q3 | $702K | Buy |
8,793
+106
| +1% | +$8.46K | 0.01% | 1234 |
|
2017
Q2 | $679K | Sell |
8,687
-1,490
| -15% | -$116K | 0.01% | 1189 |
|
2017
Q1 | $757K | Sell |
10,177
-2,114
| -17% | -$157K | 0.01% | 1049 |
|
2016
Q4 | $950K | Sell |
12,291
-2,814
| -19% | -$218K | 0.01% | 873 |
|
2016
Q3 | $1.2M | Buy |
15,105
+4,406
| +41% | +$350K | 0.02% | 701 |
|
2016
Q2 | $989K | Buy |
10,699
+1,046
| +11% | +$96.7K | 0.02% | 767 |
|
2016
Q1 | $902K | Buy |
9,653
+2,210
| +30% | +$207K | 0.02% | 749 |
|
2015
Q4 | $657K | Buy |
7,443
+2,778
| +60% | +$245K | 0.01% | 873 |
|
2015
Q3 | $360K | Buy |
4,665
+2,175
| +87% | +$168K | 0.01% | 1138 |
|
2015
Q2 | $163K | Buy |
2,490
+548
| +28% | +$35.9K | ﹤0.01% | 1757 |
|
2015
Q1 | $131K | Buy |
1,942
+20
| +1% | +$1.35K | ﹤0.01% | 1885 |
|
2014
Q4 | $113K | Buy |
1,922
+322
| +20% | +$18.9K | ﹤0.01% | 1816 |
|
2014
Q3 | $83K | Buy |
1,600
+117
| +8% | +$6.07K | ﹤0.01% | 1709 |
|
2014
Q2 | $79K | Buy |
1,483
+20
| +1% | +$1.07K | ﹤0.01% | 1746 |
|
2014
Q1 | $71K | Buy |
1,463
+28
| +2% | +$1.36K | ﹤0.01% | 1714 |
|
2013
Q4 | $60K | Sell |
1,435
-426
| -23% | -$17.8K | ﹤0.01% | 1788 |
|
2013
Q3 | $85K | Buy |
1,861
+573
| +44% | +$26.2K | ﹤0.01% | 1485 |
|
2013
Q2 | $54K | Buy |
+1,288
| New | +$54K | ﹤0.01% | 1690 |
|