SteelPeak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,201
| Closed | -$653K | – | 470 |
|
|
2024
Q2 | $653K | Sell |
4,201
-8,069
| -66% | -$1.25M | 0.03% | 265 |
|
|
2024
Q1 | $1.8M | Sell |
12,270
-3,654
| -23% | -$537K | 0.09% | 166 |
|
|
2023
Q4 | $2.55M | Sell |
15,924
-13,131
| -45% | -$2.11M | 0.15% | 114 |
|
|
2023
Q3 | $3.53M | Buy |
29,055
+12,617
| +77% | +$1.53M | 0.22% | 89 |
|
|
2023
Q2 | $2.45M | Buy |
+16,438
| New | +$2.45M | 0.15% | 103 |
|
|
2023
Q1 | – | Sell |
-5,325
| Closed | -$784K | – | 374 |
|
|
2022
Q4 | $784K | Buy |
+5,325
| New | +$784K | 0.06% | 193 |
|
|
2022
Q3 | – | Sell |
-8,187
| Closed | -$1.39M | – | 398 |
|
|
2022
Q2 | $1.39M | Buy |
8,187
+3,530
| +76% | +$601K | 0.1% | 144 |
|
|
2022
Q1 | $958K | Sell |
4,657
-772
| -14% | -$159K | 0.05% | 187 |
|
|
2021
Q4 | $1.23M | Buy |
5,429
+3,316
| +157% | +$752K | 0.07% | 153 |
|
|
2021
Q3 | $355K | Sell |
2,113
-2,034
| -49% | -$342K | 0.02% | 289 |
|
|
2021
Q2 | $679K | Sell |
4,147
-175
| -4% | -$28.7K | 0.05% | 226 |
|
|
2021
Q1 | $573K | Buy |
+4,322
| New | +$573K | 0.05% | 209 |
|