Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
129
+1
| +0.8% | +$148 | 0.01% | 566 |
|
|
2025
Q1 | $19K | Sell |
128
-10
| -7% | -$1.48K | 0.01% | 525 |
|
|
2024
Q4 | $20.6K | Buy |
138
+2
| +1% | +$298 | 0.01% | 633 |
|
|
2024
Q3 | $24.5K | Buy |
136
+1
| +0.7% | +$180 | 0.01% | 545 |
|
|
2024
Q2 | $21K | Buy |
135
+3
| +2% | +$466 | 0.01% | 609 |
|
|
2024
Q1 | $19.4K | Buy |
+132
| New | +$19.4K | 0.01% | 671 |
|