Schechter Investment Advisors’s Extra Space Storage EXR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,890
Closed -$341K 678
2024
Q3
$341K Sell
1,890
-1,861
-50% -$335K 0.03% 469
2024
Q2
$583K Buy
+3,751
New +$583K 0.04% 339