SVWAG
Sound View Wealth Advisors Group’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,906
| Closed | -$285K | – | 418 |
|
|
2024
Q4 | $285K | Sell |
1,906
-6,419
| -77% | -$960K | 0.02% | 347 |
|
|
2024
Q3 | $1.5M | Buy |
8,325
+1,685
| +25% | +$304K | 0.12% | 145 |
|
|
2024
Q2 | $1.03M | Buy |
6,640
+381
| +6% | +$59.2K | 0.11% | 159 |
|
|
2024
Q1 | $920K | Sell |
6,259
-499
| -7% | -$73.3K | 0.1% | 171 |
|
|
2023
Q4 | $1.08M | Sell |
6,758
-2,006
| -23% | -$322K | 0.12% | 151 |
|
|
2023
Q3 | $1.07M | Buy |
8,764
+1,675
| +24% | +$204K | 0.13% | 141 |
|
|
2023
Q2 | $1.06M | Buy |
7,089
+810
| +13% | +$121K | 0.14% | 140 |
|
|
2023
Q1 | $1.02M | Sell |
6,279
-479
| -7% | -$78K | 0.14% | 141 |
|
|
2022
Q4 | $1.08M | Buy |
6,758
+3,431
| +103% | +$550K | 0.12% | 151 |
|
|
2022
Q3 | $575K | Buy |
3,327
+1,878
| +130% | +$325K | 0.13% | 148 |
|
|
2022
Q2 | $247K | Buy |
1,449
+134
| +10% | +$22.8K | 0.05% | 245 |
|
|
2022
Q1 | $270K | Sell |
1,315
-66
| -5% | -$13.6K | 0.05% | 249 |
|
|
2021
Q4 | $313K | Sell |
1,381
-594
| -30% | -$135K | 0.06% | 233 |
|
|
2021
Q3 | $332K | Sell |
1,975
-85
| -4% | -$14.3K | 0.07% | 217 |
|
|
2021
Q2 | $337K | Buy |
+2,060
| New | +$337K | 0.07% | 219 |
|