OneDigital 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
Q1 | – | Sell |
-1,577
| Closed | -$236K | – | 1432 |
|
|
2024
Q4 | $236K | Buy |
1,577
+411
| +35% | +$61.5K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $210K | Buy |
+1,166
| New | +$210K | ﹤0.01% | 1340 |
|
|
2019
Q3 | – | Sell |
-360
| Closed | -$38K | – | 712 |
|
|
2019
Q2 | $38K | Hold |
360
| – | – | ﹤0.01% | 626 |
|
|
2019
Q1 | $37K | Hold |
360
| – | – | 0.01% | 552 |
|
|
2018
Q4 | $33K | Hold |
360
| – | – | 0.01% | 548 |
|
|
2018
Q3 | $31K | Hold |
360
| – | – | 0.01% | 525 |
|
|
2018
Q2 | $36K | Hold |
360
| – | – | 0.01% | 597 |
|
|
2018
Q1 | $31K | Hold |
360
| – | – | 0.01% | 646 |
|
|
2017
Q4 | $31K | Hold |
360
| – | – | ﹤0.01% | 646 |
|
|
2017
Q3 | $29K | Hold |
360
| – | – | 0.01% | 522 |
|
|
2017
Q2 | $28K | Buy |
+360
| New | +$28K | 0.01% | 630 |
|