NewEdge Wealth’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 | $1.04M | Sell |
7,510
-664
| -8% | -$91.8K | 0.02% | 520 |
|
|
2025
Q1 | $1.21M | Sell |
8,174
-1,095
| -12% | -$163K | 0.02% | 442 |
|
|
2024
Q4 | $1.39M | Buy |
9,269
+1,137
| +14% | +$170K | 0.02% | 427 |
|
|
2024
Q3 | $1.47M | Buy |
8,132
+4,761
| +141% | +$858K | 0.03% | 402 |
|
|
2024
Q2 | $524K | Sell |
3,371
-53
| -2% | -$8.24K | 0.01% | 539 |
|
|
2024
Q1 | $479K | Sell |
3,424
-231
| -6% | -$32.3K | 0.01% | 571 |
|
|
2023
Q4 | $586K | Buy |
3,655
+850
| +30% | +$136K | 0.02% | 480 |
|
|
2023
Q3 | $341K | Buy |
+2,805
| New | +$341K | 0.01% | 523 |
|
|
2022
Q4 | – | Sell |
-1,176
| Closed | -$203K | – | 553 |
|
|
2022
Q3 | $203K | Buy |
+1,176
| New | +$203K | 0.01% | 491 |
|