Stratos Wealth Partners’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 |
-1,936
| Closed | -$301K | – | 1471 |
|
|
2024
Q2 | $301K | Sell |
1,936
-292
| -13% | -$45.4K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $328K | Sell |
2,228
-256
| -10% | -$37.6K | 0.01% | 1066 |
|
|
2023
Q4 | $398K | Sell |
2,484
-186
| -7% | -$29.8K | 0.01% | 960 |
|
|
2023
Q3 | $325K | Buy |
+2,670
| New | +$325K | 0.01% | 978 |
|
|
2022
Q3 | – | Sell |
-1,689
| Closed | -$287K | – | 1155 |
|
|
2022
Q2 | $287K | Buy |
+1,689
| New | +$287K | 0.01% | 944 |
|
|
2018
Q4 | – | Sell |
-270
| Closed | -$23K | – | 1344 |
|
|
2018
Q3 | $23K | Buy |
+270
| New | +$23K | ﹤0.01% | 1803 |
|
|
2018
Q2 | – | Sell |
-217
| Closed | -$19K | – | 1477 |
|
|
2018
Q1 | $19K | Buy |
217
+17
| +9% | +$1.49K | ﹤0.01% | 2025 |
|
|
2017
Q4 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 1948 |
|