Private 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 | $21.5K | Buy |
146
+7
| +5% | +$1.03K | 0.01% | 286 |
|
|
2025
Q1 | $20.6K | Buy |
139
+1
| +0.7% | +$148 | 0.01% | 291 |
|
|
2024
Q4 | $20.6K | Sell |
138
-29
| -17% | -$4.34K | 0.01% | 294 |
|
|
2024
Q3 | $30.1K | Buy |
167
+2
| +1% | +$360 | 0.01% | 223 |
|
|
2024
Q2 | $25.6K | Buy |
165
+80
| +94% | +$12.4K | 0.01% | 238 |
|
|
2024
Q1 | $12.5K | Buy |
85
+25
| +42% | +$3.68K | 0.01% | 360 |
|
|
2023
Q4 | $9.62K | Buy |
+60
| New | +$9.62K | ﹤0.01% | 414 |
|