Marshall Financial Group (Maryland)’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
Q2 | – | Sell |
-6,361
| Closed | -$935K | – | 177 |
|
|
2024
Q1 | $935K | Buy |
6,361
+575
| +10% | +$84.5K | 0.27% | 102 |
|
|
2023
Q4 | $928K | Buy |
5,786
+654
| +13% | +$105K | 0.3% | 88 |
|
|
2023
Q3 | $624K | Buy |
5,132
+154
| +3% | +$18.7K | 0.22% | 114 |
|
|
2023
Q2 | $741K | Buy |
4,978
+18
| +0.4% | +$2.68K | 0.25% | 105 |
|
|
2023
Q1 | $808K | Sell |
4,960
-319
| -6% | -$52K | 0.29% | 90 |
|
|
2022
Q4 | $777K | Buy |
+5,279
| New | +$777K | 0.3% | 111 |
|