NewEdge Wealth’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $435K | Sell |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $341K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $203K | Buy |
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