Placemark 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 | $339K | Sell |
5,754
-2,981
| -34% | -$176K | 0.01% | 1345 |
|
|
2014
Q3 | $448K | Sell |
8,735
-1,435
| -14% | -$73.6K | 0.01% | 1213 |
|
|
2014
Q2 | $540K | Buy |
10,170
+224
| +2% | +$11.9K | 0.01% | 1145 |
|
|
2014
Q1 | $480K | Buy |
9,946
+1,967
| +25% | +$94.9K | 0.01% | 1148 |
|
|
2013
Q4 | $335K | Sell |
7,979
-551
| -6% | -$23.1K | 0.01% | 1302 |
|
|
2013
Q3 | $389K | Sell |
8,530
-232
| -3% | -$10.6K | 0.01% | 1216 |
|
|
2013
Q2 | $368K | Buy |
+8,762
| New | +$368K | 0.01% | 1174 |
|