Physician Wealth 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
Q2 | $1.63M | Buy |
11,073
+13
| +0.1% | +$1.92K | 0.26% | 54 |
|
|
2025
Q1 | $1.64M | Sell |
11,060
-57
| -0.5% | -$8.46K | 0.28% | 51 |
|
|
2024
Q4 | $1.66M | Sell |
11,117
-120
| -1% | -$18K | 0.28% | 53 |
|
|
2024
Q3 | $1.92M | Buy |
11,237
+431
| +4% | +$73.8K | 0.35% | 45 |
|
|
2024
Q2 | $1.78M | Buy |
10,806
+40
| +0.4% | +$6.59K | 0.33% | 46 |
|
|
2024
Q1 | $1.46M | Buy |
10,766
+41
| +0.4% | +$5.57K | 0.31% | 49 |
|
|
2023
Q4 | $1.59M | Buy |
10,725
+38
| +0.4% | +$5.65K | 0.36% | 46 |
|
|
2023
Q3 | $1.29M | Buy |
10,687
+44
| +0.4% | +$5.31K | 0.33% | 46 |
|
|
2023
Q2 | $1.6M | Buy |
10,643
+27
| +0.3% | +$4.06K | 0.4% | 37 |
|
|
2023
Q1 | $1.63M | Buy |
10,616
+38
| +0.4% | +$5.82K | 0.43% | 35 |
|
|
2022
Q4 | $1.61M | Sell |
10,578
-19
| -0.2% | -$2.89K | 0.43% | 37 |
|
|
2022
Q3 | $1.89M | Sell |
10,597
-42
| -0.4% | -$7.48K | 0.58% | 30 |
|
|
2022
Q2 | $2.01M | Sell |
10,639
-563
| -5% | -$106K | 0.58% | 31 |
|
|
2022
Q1 | $2.19M | Sell |
11,202
-527
| -4% | -$103K | 0.58% | 33 |
|
|
2021
Q4 | $2.45M | Sell |
11,729
-41
| -0.3% | -$8.55K | 0.64% | 32 |
|
|
2021
Q3 | $2.15M | Buy |
11,770
+227
| +2% | +$41.5K | 0.59% | 33 |
|
|
2021
Q2 | $1.95M | Hold |
11,543
| – | – | 0.56% | 37 |
|
|
2021
Q1 | $1.56M | Hold |
11,543
| – | – | 0.51% | 38 |
|
|
2020
Q4 | $1.37M | Buy |
11,543
+1,666
| +17% | +$197K | 0.46% | 38 |
|
|
2020
Q3 | $1.14M | Hold |
9,877
| – | – | 0.46% | 37 |
|
|
2020
Q2 | $1.04M | Buy |
9,877
+1,000
| +11% | +$105K | 0.42% | 43 |
|
|
2020
Q1 | $812K | Buy |
8,877
+5,344
| +151% | +$489K | 0.41% | 44 |
|
|
2019
Q4 | $382K | Buy |
+3,533
| New | +$382K | 0.17% | 71 |
|