Prestige Wealth Management Group’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $441K | Buy |
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|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $462K | Buy |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $16K | Sell |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $15.6K | Sell |
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|
2023
Q3 | $13.5K | Buy |
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|
2023
Q2 | $14.1K | Sell |
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|
2023
Q1 | $20.7K | Buy |
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|
2022
Q4 | $18.3K | Sell |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $14K | Sell |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $15K | Buy |
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|
2020
Q1 | $14K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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