Mount Yale Investment 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	$37.3K	Buy	+253	New	+$37.3K	﹤0.01%	893
2024 Q3	–	Sell	-2,058	Closed	-$320K	–	548
2024 Q2	$320K	Buy	+2,058	New	+$320K	0.03%	421
2018 Q2	–	Sell	-3,111	Closed	-$272K	–	950
2018 Q1	$272K	Buy	+3,111	New	+$272K	0.06%	253