PRWA
Platte River Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $689K | Hold |
3,821
| – | – | 0.18% | 59 |
|
|
2024
Q2 | $594K | Hold |
3,821
| – | – | 0.17% | 62 |
|
|
2024
Q1 | $562K | Sell |
3,821
-1,412
| -27% | -$208K | 0.16% | 61 |
|
|
2023
Q4 | $839K | Sell |
5,233
-420
| -7% | -$67.3K | 0.28% | 57 |
|
|
2023
Q3 | $687K | Sell |
5,653
-170
| -3% | -$20.7K | 0.25% | 58 |
|
|
2023
Q2 | $867K | Sell |
5,823
-105
| -2% | -$15.6K | 0.3% | 53 |
|
|
2023
Q1 | $966K | Hold |
5,928
| – | – | 0.37% | 48 |
|
|
2022
Q4 | $872K | Hold |
5,928
| – | – | 0.37% | 51 |
|
|
2022
Q3 | $1.02M | Hold |
5,928
| – | – | 0.46% | 40 |
|
|
2022
Q2 | $1.01M | Hold |
5,928
| – | – | 0.44% | 43 |
|
|
2022
Q1 | $1.22M | Hold |
5,928
| – | – | 0.44% | 40 |
|
|
2021
Q4 | $1.25M | Hold |
5,928
| – | – | 0.43% | 42 |
|
|
2021
Q3 | $996K | Buy |
5,928
+60
| +1% | +$10.1K | 0.37% | 47 |
|
|
2021
Q2 | $961K | Hold |
5,868
| – | – | 0.37% | 49 |
|
|
2021
Q1 | $807K | Buy |
5,868
+95
| +2% | +$13.1K | 0.33% | 54 |
|
|
2020
Q4 | $662K | Sell |
5,773
-215
| -4% | -$24.7K | 0.29% | 60 |
|
|
2020
Q3 | $641K | Sell |
5,988
-3,253
| -35% | -$348K | 0.33% | 58 |
|
|
2020
Q2 | $889K | Buy |
+9,241
| New | +$889K | 0.49% | 51 |
|
|
2019
Q4 | $761K | Buy |
+6,872
| New | +$761K | 0.4% | 78 |
|