LVW 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
Q2
Sell
2025
Q1
$223K Sell
2024
Q4
$238K Hold
2024
Q3
$287K Sell
2024
Q2
$254K Sell
2024
Q1
$311K Buy
2023
Q4
$274K Buy