Lake Street Advisors Group’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
Q4 | $1.61M | Buy |
10,768
+6,612
| +159% | +$989K | 0.07% | 167 |
|
|
2024
Q3 | $749K | Sell |
4,156
-6,604
| -61% | -$1.19M | 0.03% | 259 |
|
|
2024
Q2 | $1.67M | Buy |
10,760
+43
| +0.4% | +$6.68K | 0.08% | 152 |
|
|
2024
Q1 | $1.58M | Sell |
10,717
-5,701
| -35% | -$838K | 0.07% | 164 |
|
|
2023
Q4 | $2.63M | Buy |
16,418
+30
| +0.2% | +$4.81K | 0.13% | 111 |
|
|
2023
Q3 | $1.99M | Buy |
16,388
+1,163
| +8% | +$141K | 0.12% | 117 |
|
|
2023
Q2 | $2.27M | Sell |
15,225
-313
| -2% | -$46.6K | 0.13% | 113 |
|
|
2023
Q1 | $2.53M | Buy |
+15,538
| New | +$2.53M | 0.16% | 89 |
|