Simplicity Solutions’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $240K | Sell |
1,495
-164
| -10% | -$26.3K | 0.01% | 908 |
|
|
2023
Q3 | $202K | Buy |
+1,659
| New | +$202K | 0.01% | 907 |
|
|
2023
Q2 | – | Sell |
-1,665
| Closed | -$271K | – | 1100 |
|
|
2023
Q1 | $271K | Buy |
+1,665
| New | +$271K | 0.01% | 892 |
|
|
2021
Q1 | – | Sell |
-9,505
| Closed | -$1.1M | – | 623 |
|
|
2020
Q4 | $1.1M | Buy |
9,505
+847
| +10% | +$98.1K | 0.02% | 514 |
|
|
2020
Q3 | $926K | Buy |
8,658
+2,543
| +42% | +$272K | 0.02% | 496 |
|
|
2020
Q2 | $565K | Sell |
6,115
-1,242
| -17% | -$115K | 0.01% | 611 |
|
|
2020
Q1 | $705K | Buy |
7,357
+2,808
| +62% | +$269K | 0.02% | 417 |
|
|
2019
Q4 | $480K | Buy |
4,549
+787
| +21% | +$83K | 0.01% | 551 |
|
|
2019
Q3 | $439K | Buy |
3,762
+215
| +6% | +$25.1K | 0.02% | 449 |
|
|
2019
Q2 | $376K | Buy |
3,547
+1,206
| +52% | +$128K | 0.02% | 433 |
|
|
2019
Q1 | $239K | Buy |
+2,341
| New | +$239K | 0.01% | 623 |
|
|
2018
Q1 | – | Sell |
-5,009
| Closed | -$438K | – | 382 |
|
|
2017
Q4 | $438K | Buy |
5,009
+430
| +9% | +$37.6K | 0.04% | 230 |
|
|
2017
Q3 | $366K | Buy |
+4,579
| New | +$366K | 0.25% | 115 |
|