Sonora Investment Management Group’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,256
| Closed | -$205K | – | 270 |
|
|
2023
Q1 | $205K | Buy |
+1,256
| New | +$205K | 0.02% | 248 |
|
|
2022
Q4 | – | Sell |
-1,230
| Closed | -$209K | – | 272 |
|
|
2022
Q3 | $209K | Hold |
1,230
| – | – | 0.03% | 187 |
|
|
2022
Q2 | $209K | Buy |
1,230
+6
| +0.5% | +$1.02K | 0.02% | 220 |
|
|
2022
Q1 | $252K | Buy |
1,224
+5
| +0.4% | +$1.03K | 0.03% | 180 |
|
|
2021
Q4 | $276K | Buy |
+1,219
| New | +$276K | 0.03% | 177 |
|