SMART Wealth’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 | – | Sell |
-2,438
| Closed | -$362K | – | 176 |
|
|
2025
Q1 | $362K | Buy |
2,438
+113
| +5% | +$16.8K | 0.13% | 113 |
|
|
2024
Q4 | $348K | Sell |
2,325
-2,620
| -53% | -$392K | 0.12% | 116 |
|
|
2024
Q3 | $891K | Buy |
4,945
+871
| +21% | +$157K | 0.35% | 63 |
|
|
2024
Q2 | $633K | Buy |
4,074
+1,038
| +34% | +$161K | 0.26% | 69 |
|
|
2024
Q1 | $446K | Buy |
+3,036
| New | +$446K | 0.2% | 71 |
|