Strategic Investment Advisors’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
Q2 | – | Sell |
-10,018
| Closed | -$1.47M | – | 238 |
|
|
2024
Q1 | $1.47M | Buy |
10,018
+6,329
| +172% | +$930K | 0.19% | 76 |
|
|
2023
Q4 | $591K | Sell |
3,689
-271
| -7% | -$43.4K | 0.09% | 150 |
|
|
2023
Q3 | $482K | Buy |
3,960
+283
| +8% | +$34.4K | 0.08% | 171 |
|
|
2023
Q2 | $547K | Buy |
3,677
+156
| +4% | +$23.2K | 0.08% | 131 |
|
|
2023
Q1 | $574K | Sell |
3,521
-543
| -13% | -$88.5K | 0.1% | 145 |
|
|
2022
Q4 | $598K | Buy |
4,064
+150
| +4% | +$22.1K | 0.12% | 139 |
|
|
2022
Q3 | $676K | Buy |
3,914
+190
| +5% | +$32.8K | 0.15% | 106 |
|
|
2022
Q2 | $634K | Buy |
3,724
+134
| +4% | +$22.8K | 0.13% | 132 |
|
|
2022
Q1 | $738K | Buy |
+3,590
| New | +$738K | 0.14% | 132 |
|