Pinnacle Summer Investments’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-20,042
| Closed | -$1.03M | – | 1033 |
|
|
2014
Q3 | $1.03M | Buy |
20,042
+1,628
| +9% | +$83.9K | 0.11% | 133 |
|
|
2014
Q2 | $976K | Buy |
18,414
+15,052
| +448% | +$798K | 0.11% | 127 |
|
|
2014
Q1 | $176K | Hold |
3,362
| – | – | 0.02% | 279 |
|
|
2013
Q4 | $142K | Buy |
3,362
+147
| +5% | +$6.21K | 0.02% | 297 |
|
|
2013
Q3 | $147K | Sell |
3,215
-12,917
| -80% | -$591K | 0.03% | 274 |
|
|
2013
Q2 | $676K | Buy |
+16,132
| New | +$676K | 0.17% | 107 |
|