Piedmont Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,399
| Closed | -$1.09M | – | 237 |
|
|
2020
Q1 | $1.09M | Buy |
11,399
+1,421
| +14% | +$136K | 0.04% | 293 |
|
|
2019
Q4 | $1.05M | Buy |
9,978
+617
| +7% | +$65.2K | 0.04% | 323 |
|
|
2019
Q3 | $1.09M | Buy |
9,361
+84
| +0.9% | +$9.82K | 0.04% | 297 |
|
|
2019
Q2 | $984K | Sell |
9,277
-521
| -5% | -$55.3K | 0.04% | 333 |
|
|
2019
Q1 | $999K | Buy |
9,798
+273
| +3% | +$27.8K | 0.04% | 301 |
|
|
2018
Q4 | $862K | Buy |
9,525
+595
| +7% | +$53.8K | 0.04% | 298 |
|
|
2018
Q3 | $774K | Buy |
8,930
+7,495
| +522% | +$650K | 0.03% | 365 |
|
|
2018
Q2 | $143K | Buy |
+1,435
| New | +$143K | 0.01% | 985 |
|
|
2017
Q1 | – | Sell |
-359
| Closed | -$27.7K | – | 480 |
|
|
2016
Q4 | $27.7K | Buy |
359
+354
| +7,080% | +$27.3K | ﹤0.01% | 528 |
|
|
2016
Q3 | $397 | Hold |
5
| – | – | ﹤0.01% | 513 |
|
|
2016
Q2 | $462 | Buy |
+5
| New | +$462 | ﹤0.01% | 446 |
|
|
2014
Q1 | – | Sell |
-37
| Closed | -$1.56K | – | 328 |
|
|
2013
Q4 | $1.56K | Sell |
37
-77
| -68% | -$3.24K | ﹤0.01% | 309 |
|
|
2013
Q3 | $5.22K | Sell |
114
-53,086
| -100% | -$2.43M | ﹤0.01% | 190 |
|
|
2013
Q2 | $2.23M | Buy |
+53,200
| New | +$2.23M | 0.1% | 123 |
|