Personal CFO Solutions’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,227
| Closed | -$212K | – | 468 |
|
|
2022
Q3 | $212K | Buy |
1,227
+12
| +1% | +$2.07K | 0.05% | 355 |
|
|
2022
Q2 | $207K | Buy |
1,215
+26
| +2% | +$4.43K | 0.05% | 386 |
|
|
2022
Q1 | $244K | Sell |
1,189
-61
| -5% | -$12.5K | 0.05% | 390 |
|
|
2021
Q4 | $283K | Sell |
1,250
-230
| -16% | -$52.1K | 0.05% | 338 |
|
|
2021
Q3 | $249K | Sell |
1,480
-11
| -0.7% | -$1.85K | 0.05% | 362 |
|
|
2021
Q2 | $244K | Buy |
+1,491
| New | +$244K | 0.05% | 358 |
|
|
2021
Q1 | – | Sell |
-2,338
| Closed | -$271K | – | 418 |
|
|
2020
Q4 | $271K | Buy |
2,338
+79
| +3% | +$9.16K | 0.07% | 267 |
|
|
2020
Q3 | $0 | Sell |
2,259
-100
| -4% | – | ﹤0.01% | 205 |
|
|
2020
Q2 | $218K | Buy |
2,359
+197
| +9% | +$18.2K | 0.06% | 270 |
|
|
2020
Q1 | $207K | Buy |
+2,162
| New | +$207K | 0.07% | 235 |
|