Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,774
| Closed | -$265K | – | 438 |
|
|
2024
Q4 | $265K | Sell |
1,774
-210
| -11% | -$31.4K | 0.01% | 315 |
|
|
2024
Q3 | $358K | Buy |
1,984
+377
| +23% | +$67.9K | 0.01% | 495 |
|
|
2024
Q2 | $250K | Buy |
+1,607
| New | +$250K | 0.01% | 533 |
|
|
2018
Q1 | – | Sell |
-246
| Closed | -$21K | – | 832 |
|
|
2017
Q4 | $21K | Buy |
+246
| New | +$21K | ﹤0.01% | 1027 |
|