Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.53M | Sell |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.44M | Sell |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $1.95M | Hold |
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|
2021
Q1 | $1.56M | Hold |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $812K | Buy |
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|
2019
Q4 | $382K | Buy |
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