Proficio Capital Partners’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75
| Closed | -$8K | – | 607 |
|
|
2019
Q2 | $8K | Buy |
75
+6
| +9% | +$640 | ﹤0.01% | 1025 |
|
|
2019
Q1 | $7K | Buy |
69
+8
| +13% | +$812 | ﹤0.01% | 999 |
|
|
2018
Q4 | $6K | Hold |
61
| – | – | ﹤0.01% | 821 |
|
|
2018
Q3 | $5K | Sell |
61
-5
| -8% | -$410 | ﹤0.01% | 945 |
|
|
2018
Q2 | $7K | Buy |
66
+9
| +16% | +$955 | ﹤0.01% | 907 |
|
|
2018
Q1 | $5K | Buy |
57
+16
| +39% | +$1.4K | ﹤0.01% | 998 |
|
|
2017
Q4 | $4K | Buy |
41
+10
| +32% | +$976 | ﹤0.01% | 1011 |
|
|
2017
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1091 |
|
|
2017
Q2 | $2K | Buy |
31
+4
| +15% | +$258 | ﹤0.01% | 1084 |
|
|
2017
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1126 |
|
|
2016
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1064 |
|
|
2016
Q1 | $1K | Sell |
15
-44
| -75% | -$2.93K | ﹤0.01% | 865 |
|
|
2015
Q4 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 416 |
|