LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,502
| Closed | -$223K | – | 331 |
|
|
2025
Q1 | $223K | Sell |
1,502
-90
| -6% | -$13.4K | 0.03% | 284 |
|
|
2024
Q4 | $238K | Hold |
1,592
| – | – | 0.03% | 276 |
|
|
2024
Q3 | $287K | Sell |
1,592
-41
| -3% | -$7.39K | 0.04% | 250 |
|
|
2024
Q2 | $254K | Sell |
1,633
-486
| -23% | -$75.5K | 0.04% | 253 |
|
|
2024
Q1 | $311K | Buy |
2,119
+412
| +24% | +$60.6K | 0.05% | 225 |
|
|
2023
Q4 | $274K | Buy |
+1,707
| New | +$274K | 0.05% | 217 |
|