Pathstone Family Office’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
2023
Q3
$771K Buy
2023
Q2
Sell
2023
Q1
$242K Sell
2022
Q4
$2.02M Buy
2022
Q3
$1.02M Buy
2022
Q2
$272K Buy
2022
Q1
$288K Sell
2021
Q4
$332K Buy
2021
Q3
$233K Buy
2020
Q4
Sell
2020
Q3
$19K Buy
2020
Q2
Sell
2020
Q1
$17K Buy