Spire Wealth Management’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 | $88.6K | Sell |
601
-502
| -46% | -$74K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $164K | Buy |
1,103
+40
| +4% | +$5.94K | 0.01% | 871 |
|
|
2024
Q4 | $159K | Sell |
1,063
-650
| -38% | -$97.2K | ﹤0.01% | 887 |
|
|
2024
Q3 | $309K | Sell |
1,713
-50
| -3% | -$9.01K | 0.01% | 634 |
|
|
2024
Q2 | $274K | Sell |
1,763
-77
| -4% | -$12K | 0.01% | 637 |
|
|
2024
Q1 | $271K | Buy |
1,840
+126
| +7% | +$18.5K | ﹤0.01% | 695 |
|
|
2023
Q4 | $252K | Sell |
1,714
-130
| -7% | -$19.1K | 0.01% | 697 |
|
|
2023
Q3 | $224K | Buy |
1,844
+393
| +27% | +$47.8K | 0.01% | 680 |
|
|
2023
Q2 | $216K | Buy |
1,451
+100
| +7% | +$14.9K | 0.01% | 699 |
|
|
2023
Q1 | $220K | Sell |
1,351
-77
| -5% | -$12.5K | 0.01% | 694 |
|
|
2022
Q4 | $210K | Buy |
1,428
+196
| +16% | +$28.8K | 0.01% | 546 |
|
|
2022
Q3 | $213K | Sell |
1,232
-7
| -0.6% | -$1.21K | 0.01% | 518 |
|
|
2022
Q2 | $211K | Buy |
1,239
+479
| +63% | +$81.6K | 0.01% | 749 |
|
|
2022
Q1 | $156K | Buy |
760
+166
| +28% | +$34.1K | ﹤0.01% | 992 |
|
|
2021
Q4 | $135K | Buy |
594
+33
| +6% | +$7.5K | ﹤0.01% | 1278 |
|
|
2021
Q3 | $94K | Sell |
561
-203
| -27% | -$34K | ﹤0.01% | 1214 |
|
|
2021
Q2 | $125K | Hold |
764
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q1 | $101K | Buy |
+764
| New | +$101K | ﹤0.01% | 1399 |
|