SWA
Sutton Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.9K | Buy |
262
+31
| +13% | +$3.77K | 0.02% | 286 |
|
|
2023
Q2 | $34.4K | Sell |
231
-17
| -7% | -$2.53K | 0.02% | 274 |
|
|
2023
Q1 | $40.4K | Sell |
248
-4
| -2% | -$652 | 0.02% | 225 |
|
|
2022
Q4 | $37.1K | Buy |
252
+7
| +3% | +$1.03K | 0.01% | 477 |
|
|
2022
Q3 | $42.3K | Buy |
245
+4
| +2% | +$691 | 0.02% | 415 |
|
|
2022
Q2 | $41K | Buy |
241
+15
| +7% | +$2.55K | 0.02% | 434 |
|
|
2022
Q1 | $46.5K | Buy |
226
+4
| +2% | +$822 | 0.02% | 424 |
|
|
2021
Q4 | $50.3K | Hold |
222
| – | – | 0.02% | 410 |
|
|
2021
Q3 | $37.3K | Hold |
222
| – | – | 0.01% | 487 |
|
|
2021
Q2 | $36.4K | Hold |
222
| – | – | 0.01% | 500 |
|
|
2021
Q1 | $29.4K | Hold |
222
| – | – | 0.01% | 559 |
|
|
2020
Q4 | $25.7K | Hold |
222
| – | – | 0.01% | 542 |
|
|
2020
Q3 | $23.8K | Hold |
222
| – | – | 0.01% | 495 |
|
|
2020
Q2 | $20.5K | Hold |
222
| – | – | 0.01% | 523 |
|
|
2020
Q1 | $21.3K | Buy |
222
+22
| +11% | +$2.11K | 0.01% | 460 |
|
|
2019
Q4 | $21.1K | Hold |
200
| – | – | 0.01% | 585 |
|
|
2019
Q3 | $23.4K | Hold |
200
| – | – | 0.01% | 532 |
|
|
2019
Q2 | $21.2K | Hold |
200
| – | – | 0.01% | 558 |
|
|
2019
Q1 | $20.4K | Hold |
200
| – | – | 0.01% | 566 |
|
|
2018
Q4 | $18.1K | Hold |
200
| – | – | 0.01% | 554 |
|
|
2018
Q3 | $17.3K | Sell |
200
-200
| -50% | -$17.3K | 0.01% | 644 |
|
|
2018
Q2 | $39.9K | Hold |
400
| – | – | 0.03% | 346 |
|
|
2018
Q1 | $34.9K | Buy |
400
+145
| +57% | +$12.7K | 0.03% | 374 |
|
|
2017
Q4 | $22.3K | Hold |
255
| – | – | 0.02% | 517 |
|
|
2017
Q3 | $20.4K | Hold |
255
| – | – | 0.02% | 540 |
|
|
2017
Q2 | $19.9K | Sell |
255
-487
| -66% | -$38K | 0.02% | 528 |
|
|
2017
Q1 | $55.2K | Hold |
742
| – | – | 0.05% | 249 |
|
|
2016
Q4 | $57.3K | Buy |
742
+521
| +236% | +$40.2K | 0.05% | 243 |
|
|
2016
Q3 | $17.6K | Buy |
221
+57
| +35% | +$4.53K | 0.02% | 500 |
|
|
2016
Q2 | $15.2K | Hold |
164
| – | – | 0.01% | 517 |
|
|
2016
Q1 | $15.3K | Buy |
+164
| New | +$15.3K | 0.01% | 505 |
|