Prestige Wealth Management Group’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 | $448K | Sell |
3,040
-69
| -2% | -$10.2K | 0.09% | 109 |
|
|
2025
Q1 | $462K | Buy |
3,109
+89
| +3% | +$13.2K | 0.1% | 100 |
|
|
2024
Q4 | $452K | Buy |
3,020
+283
| +10% | +$42.3K | 0.09% | 104 |
|
|
2024
Q3 | $493K | Buy |
2,737
+2,634
| +2,557% | +$475K | 0.1% | 97 |
|
|
2024
Q2 | $16K | Sell |
103
-2,518
| -96% | -$391K | ﹤0.01% | 339 |
|
|
2024
Q1 | $385K | Buy |
2,621
+2,524
| +2,602% | +$371K | 0.08% | 106 |
|
|
2023
Q4 | $15.6K | Sell |
97
-14
| -13% | -$2.25K | ﹤0.01% | 364 |
|
|
2023
Q3 | $13.5K | Buy |
111
+16
| +17% | +$1.95K | ﹤0.01% | 381 |
|
|
2023
Q2 | $14.1K | Sell |
95
-32
| -25% | -$4.76K | ﹤0.01% | 401 |
|
|
2023
Q1 | $20.7K | Buy |
127
+3
| +2% | +$489 | 0.01% | 334 |
|
|
2022
Q4 | $18.3K | Sell |
124
-7
| -5% | -$1.03K | ﹤0.01% | 360 |
|
|
2022
Q3 | $22K | Buy |
131
+7
| +6% | +$1.18K | 0.01% | 301 |
|
|
2022
Q2 | $21K | Hold |
124
| – | – | 0.01% | 318 |
|
|
2022
Q1 | $25K | Sell |
124
-1
| -0.8% | -$202 | 0.01% | 310 |
|
|
2021
Q4 | $28K | Hold |
125
| – | – | 0.01% | 326 |
|
|
2021
Q3 | $21K | Hold |
125
| – | – | 0.01% | 365 |
|
|
2021
Q2 | $20K | Hold |
125
| – | – | 0.01% | 361 |
|
|
2021
Q1 | $17K | Hold |
125
| – | – | ﹤0.01% | 379 |
|
|
2020
Q4 | $14K | Sell |
125
-57
| -31% | -$6.38K | ﹤0.01% | 400 |
|
|
2020
Q3 | $19K | Buy |
182
+24
| +15% | +$2.51K | 0.01% | 359 |
|
|
2020
Q2 | $15K | Buy |
158
+17
| +12% | +$1.61K | 0.01% | 371 |
|
|
2020
Q1 | $14K | Buy |
+141
| New | +$14K | 0.01% | 329 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$4K | – | 711 |
|
|
2018
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 638 |
|