TD Private Client Wealth’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
Q2 | $17K | Buy |
115
+15
| +15% | +$2.21K | ﹤0.01% | 1013 |
|
|
2025
Q1 | $14.8K | Sell |
100
-109
| -52% | -$16.2K | ﹤0.01% | 973 |
|
|
2024
Q4 | $31.3K | Sell |
209
-895
| -81% | -$134K | ﹤0.01% | 906 |
|
|
2024
Q3 | $199K | Sell |
1,104
-1,350
| -55% | -$243K | 0.01% | 600 |
|
|
2024
Q2 | $381K | Buy |
2,454
+2,331
| +1,895% | +$362K | 0.01% | 471 |
|
|
2024
Q1 | $18.1K | Buy |
123
+3
| +3% | +$441 | ﹤0.01% | 960 |
|
|
2023
Q4 | $19.2K | Sell |
120
-89
| -43% | -$14.3K | ﹤0.01% | 956 |
|
|
2023
Q3 | $25.4K | Buy |
209
+119
| +132% | +$14.5K | ﹤0.01% | 899 |
|
|
2023
Q2 | $13.4K | Sell |
90
-42
| -32% | -$6.25K | ﹤0.01% | 1005 |
|
|
2023
Q1 | $21.5K | Sell |
132
-126
| -49% | -$20.5K | ﹤0.01% | 936 |
|
|
2022
Q4 | $38K | Sell |
258
-79
| -23% | -$11.6K | ﹤0.01% | 800 |
|
|
2022
Q3 | $58.2K | Buy |
337
+30
| +10% | +$5.18K | ﹤0.01% | 698 |
|
|
2022
Q2 | $52.2K | Sell |
307
-72
| -19% | -$12.2K | ﹤0.01% | 725 |
|
|
2022
Q1 | $77.9K | Buy |
379
+73
| +24% | +$15K | ﹤0.01% | 684 |
|
|
2021
Q4 | $69.4K | Sell |
306
-41
| -12% | -$9.3K | ﹤0.01% | 697 |
|
|
2021
Q3 | $58.3K | Buy |
347
+16
| +5% | +$2.69K | ﹤0.01% | 722 |
|
|
2021
Q2 | $54.2K | Buy |
331
+15
| +5% | +$2.46K | ﹤0.01% | 724 |
|
|
2021
Q1 | $41.9K | Buy |
316
+41
| +15% | +$5.44K | ﹤0.01% | 732 |
|
|
2020
Q4 | $31.9K | Sell |
275
-5
| -2% | -$579 | ﹤0.01% | 724 |
|
|
2020
Q3 | $30K | Buy |
280
+67
| +31% | +$7.17K | ﹤0.01% | 687 |
|
|
2020
Q2 | $19.7K | Sell |
213
-29
| -12% | -$2.68K | ﹤0.01% | 731 |
|
|
2020
Q1 | $23.2K | Buy |
242
+126
| +109% | +$12.1K | ﹤0.01% | 677 |
|
|
2019
Q4 | $12.3K | Buy |
+116
| New | +$12.3K | ﹤0.01% | 741 |
|