Sound View Wealth Advisors Group’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
Q1 | – | Sell |
|
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|
2024
Q4 | $285K | Sell |
|
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|
2024
Q3 | $1.5M | Buy |
|
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|
2024
Q2 | $1.03M | Buy |
|
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|
2024
Q1 | $920K | Sell |
|
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|
2023
Q4 | $1.08M | Sell |
|
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|
2023
Q3 | $1.07M | Buy |
|
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|
2023
Q2 | $1.06M | Buy |
|
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|
2023
Q1 | $1.02M | Sell |
|
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|
2022
Q4 | $1.08M | Buy |
|
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|
2022
Q3 | $575K | Buy |
|
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|
2022
Q2 | $247K | Buy |
|
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $313K | Sell |
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|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $337K | Buy |
|