Sheets Smith Wealth Management’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Hold
2025
Q2
$227K Hold
2025
Q1
$229K Hold
2024
Q4
$231K Hold
2024
Q3
$278K Hold
2024
Q2
$239K Hold
2024
Q1
$227K Sell
2023
Q4
$258K Buy