Sand Hill Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,471
| Closed | -$561K | – | 105 |
|
|
2018
Q3 | $561K | Hold |
6,471
| – | – | 0.05% | 72 |
|
|
2018
Q2 | $646K | Buy |
+6,471
| New | +$646K | 0.06% | 72 |
|
|
2018
Q1 | – | Sell |
-6,443
| Closed | -$563K | – | 83 |
|
|
2017
Q4 | $563K | Hold |
6,443
| – | – | 0.06% | 74 |
|
|
2017
Q3 | $515K | Sell |
6,443
-2,555
| -28% | -$204K | 0.05% | 76 |
|
|
2017
Q2 | $702K | Buy |
+8,998
| New | +$702K | 0.08% | 73 |
|