Pathway Financial Advisers’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 | $251K | Sell |
1,699
-54
| -3% | -$7.96K | 0.08% | 149 |
|
|
2025
Q1 | $260K | Sell |
1,753
-9,497
| -84% | -$1.41M | 0.09% | 143 |
|
|
2024
Q4 | $1.68M | Sell |
11,250
-2,007,634
| -99% | -$300M | 0.56% | 59 |
|
|
2024
Q3 | $11.2K | Buy |
2,018,884
+2,007,626
| +17,833% | +$11.1K | 0.01% | 292 |
|
|
2024
Q2 | $1.74M | Buy |
11,258
+177
| +2% | +$27.4K | 0.62% | 53 |
|
|
2024
Q1 | $1.63M | Sell |
11,081
-597
| -5% | -$87.8K | 0.59% | 60 |
|
|
2023
Q4 | $1.87M | Buy |
11,678
+689
| +6% | +$110K | 0.71% | 48 |
|
|
2023
Q3 | $1.34M | Buy |
+10,989
| New | +$1.34M | 0.55% | 63 |
|
|
2023
Q1 | $1.7M | Buy |
10,412
+4,887
| +88% | +$796K | 0.68% | 53 |
|
|
2022
Q4 | $813K | Buy |
+5,525
| New | +$813K | 0.33% | 83 |
|