Laffer Tengler Investments’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-530
| Closed | -$82.4K | – | 237 |
|
|
2024
Q2 | $82.4K | Buy |
530
+2
| +0.4% | +$311 | 0.02% | 224 |
|
|
2024
Q1 | $77.6K | Buy |
528
+96
| +22% | +$14.1K | 0.02% | 217 |
|
|
2023
Q4 | $69.3K | Sell |
432
-4
| -0.9% | -$641 | 0.02% | 203 |
|
|
2023
Q3 | $53K | Buy |
+436
| New | +$53K | 0.02% | 224 |
|
|
2016
Q4 | – | Sell |
-6,328
| Closed | -$503K | – | 244 |
|
|
2016
Q3 | $503K | Buy |
6,328
+5
| +0.1% | +$397 | 0.14% | 177 |
|
|
2016
Q2 | $585K | Buy |
+6,323
| New | +$585K | 0.17% | 169 |
|