Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $48K | Buy |
213
+2
| +0.9% | +$451 | ﹤0.01% | 409 |
|
|
2021
Q3 | $35K | Buy |
211
+1
| +0.5% | +$166 | ﹤0.01% | 429 |
|
|
2021
Q2 | $34K | Buy |
210
+2
| +1% | +$324 | ﹤0.01% | 438 |
|
|
2021
Q1 | $28K | Buy |
208
+1
| +0.5% | +$135 | ﹤0.01% | 466 |
|
|
2020
Q4 | $24K | Buy |
207
+2
| +1% | +$232 | ﹤0.01% | 462 |
|
|
2020
Q3 | $22K | Buy |
205
+2
| +1% | +$215 | ﹤0.01% | 431 |
|
|
2020
Q2 | $19K | Buy |
203
+2
| +1% | +$187 | ﹤0.01% | 457 |
|
|
2020
Q1 | $19K | Buy |
201
+2
| +1% | +$189 | ﹤0.01% | 432 |
|
|
2019
Q4 | $21K | Buy |
+199
| New | +$21K | ﹤0.01% | 488 |
|
|
2019
Q2 | – | Hold |
0
| – | -$21K | – | 965 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 521 |
|