Modern Wealth Management’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 | $1.88M | Buy |
12,735
+268
| +2% | +$39.5K | 0.05% | 271 |
|
|
2025
Q1 | $1.85M | Buy |
12,467
+1,060
| +9% | +$157K | 0.06% | 217 |
|
|
2024
Q4 | $1.71M | Sell |
11,407
-238
| -2% | -$35.6K | 0.06% | 197 |
|
|
2024
Q3 | $2.1M | Buy |
11,645
+716
| +7% | +$129K | 0.13% | 108 |
|
|
2024
Q2 | $1.7M | Buy |
10,929
+891
| +9% | +$138K | 0.13% | 98 |
|
|
2024
Q1 | $1.48M | Buy |
+10,038
| New | +$1.48M | 0.14% | 94 |
|