MAM
McLean Asset Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,406
| Closed | -$207K | – | 135 |
|
|
2022
Q4 | $207K | Hold |
1,406
| – | – | 0.07% | 128 |
|
|
2022
Q3 | $232K | Hold |
1,406
| – | – | 0.09% | 109 |
|
|
2022
Q2 | $245K | Hold |
1,406
| – | – | 0.1% | 100 |
|
|
2022
Q1 | $289K | Hold |
1,406
| – | – | 0.21% | 82 |
|
|
2021
Q4 | $298K | Hold |
1,406
| – | – | 0.12% | 95 |
|
|
2021
Q3 | $263K | Buy |
1,406
+114
| +9% | +$21.3K | 0.1% | 103 |
|
|
2021
Q2 | $222K | Buy |
+1,292
| New | +$222K | 0.1% | 104 |
|