McKinley Carter Wealth Services’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 | $637K | Hold |
4,321
| – | – | 0.04% | 192 |
|
|
2025
Q1 | $642K | Hold |
4,321
| – | – | 0.04% | 186 |
|
|
2024
Q4 | $646K | Hold |
4,321
| – | – | 0.04% | 182 |
|
|
2024
Q3 | $779K | Hold |
4,321
| – | – | 0.05% | 177 |
|
|
2024
Q2 | $672K | Hold |
4,321
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $635K | Hold |
4,321
| – | – | 0.04% | 192 |
|
|
2023
Q4 | $693K | Hold |
4,321
| – | – | 0.05% | 172 |
|
|
2023
Q3 | $525K | Buy |
+4,321
| New | +$525K | 0.04% | 197 |
|