RE Dickinson Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $96K | Hold |
64
| – | – | 0.01% | 167 |
|
2024
Q3 | $11.5K | Hold |
64
| – | – | 0.01% | 155 |
|
2024
Q2 | $9.95K | Hold |
64
| – | – | 0.01% | 158 |
|
2024
Q1 | $9K | Hold |
64
| – | – | 0.01% | 160 |
|
2023
Q4 | $10K | Hold |
64
| – | – | 0.01% | 160 |
|
2023
Q3 | $8K | Hold |
64
| – | – | 0.01% | 180 |
|
2023
Q2 | $10K | Hold |
64
| – | – | ﹤0.01% | 256 |
|
2023
Q1 | $10K | Hold |
64
| – | – | ﹤0.01% | 268 |
|
2022
Q4 | $9K | Hold |
64
| – | – | ﹤0.01% | 255 |
|
2022
Q3 | $11K | Hold |
64
| – | – | 0.01% | 145 |
|
2022
Q2 | $11 | Hold |
64
| – | – | ﹤0.01% | 157 |
|
2022
Q1 | $13K | Hold |
64
| – | – | 0.01% | 163 |
|
2021
Q4 | $15K | Buy |
+64
| New | +$15K | 0.01% | 157 |
|