Tarbox Family Office’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17
| Closed | -$3K | – | 411 |
|
|
2022
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 675 |
|
|
2021
Q4 | $4K | Hold |
17
| – | – | ﹤0.01% | 661 |
|
|
2021
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 783 |
|
|
2021
Q2 | $3K | Buy |
17
+12
| +240% | +$2.12K | ﹤0.01% | 801 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1015 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 985 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 951 |
|
|
2020
Q2 | $0 | Sell |
5
-69
| -93% | – | ﹤0.01% | 1190 |
|
|
2020
Q1 | $7K | Buy |
74
+44
| +147% | +$4.16K | ﹤0.01% | 370 |
|
|
2019
Q4 | $3K | Buy |
30
+19
| +173% | +$1.9K | ﹤0.01% | 654 |
|
|
2019
Q3 | $1K | Sell |
11
-4
| -27% | -$364 | ﹤0.01% | 908 |
|
|
2019
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 727 |
|
|
2017
Q1 | – | Sell |
-109
| Closed | -$8K | – | 594 |
|
|
2016
Q4 | $8K | Sell |
109
-13
| -11% | -$954 | ﹤0.01% | 279 |
|
|
2016
Q3 | $10K | Hold |
122
| – | – | 0.01% | 253 |
|
|
2016
Q2 | $11K | Buy |
+122
| New | +$11K | 0.01% | 236 |
|