Plante Moran Financial 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 | $7.52K | Hold |
51
| – | – | ﹤0.01% | 598 |
|
|
2025
Q1 | $7.57K | Hold |
51
| – | – | ﹤0.01% | 608 |
|
|
2024
Q4 | $7.63K | Hold |
51
| – | – | ﹤0.01% | 622 |
|
|
2024
Q3 | $9.19K | Hold |
51
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $7.93K | Hold |
51
| – | – | ﹤0.01% | 601 |
|
|
2024
Q1 | $7.5K | Hold |
51
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $8.18K | Hold |
51
| – | – | ﹤0.01% | 581 |
|
|
2023
Q3 | $6.2K | Buy |
+51
| New | +$6.2K | ﹤0.01% | 578 |
|
|
2023
Q1 | – | Sell |
-65
| Closed | -$9.57K | – | 839 |
|
|
2022
Q4 | $9.57K | Buy |
+65
| New | +$9.57K | ﹤0.01% | 587 |
|