Prudent Man Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,897
| Closed | -$309K | – | 210 |
|
|
2023
Q1 | $309K | Hold |
1,897
| – | – | 0.12% | 140 |
|
|
2022
Q4 | $279K | Buy |
1,897
+229
| +14% | +$33.7K | 0.11% | 152 |
|
|
2022
Q3 | $288K | Buy |
+1,668
| New | +$288K | 0.14% | 129 |
|
|
2022
Q2 | – | Sell |
-985
| Closed | -$203K | – | 173 |
|
|
2022
Q1 | $203K | Sell |
985
-10
| -1% | -$2.06K | 0.08% | 179 |
|
|
2021
Q4 | $226K | Sell |
995
-208
| -17% | -$47.2K | 0.09% | 169 |
|
|
2021
Q3 | $202K | Buy |
+1,203
| New | +$202K | 0.08% | 200 |
|