Teamwork Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,653
| Closed | -$243K | – | 157 |
|
|
2024
Q1 | $243K | Sell |
1,653
-43
| -3% | -$6.32K | 0.04% | 163 |
|
|
2023
Q4 | $272K | Sell |
1,696
-50
| -3% | -$8.02K | 0.05% | 150 |
|
|
2023
Q3 | $212K | Sell |
1,746
-27
| -2% | -$3.28K | 0.03% | 191 |
|
|
2023
Q2 | $264K | Sell |
1,773
-31
| -2% | -$4.61K | 0.04% | 169 |
|
|
2023
Q1 | $294K | Sell |
1,804
-4,495
| -71% | -$733K | 0.05% | 156 |
|
|
2022
Q4 | $927K | Buy |
6,299
+431
| +7% | +$63.4K | 0.19% | 82 |
|
|
2022
Q3 | $1.01M | Sell |
5,868
-4,652
| -44% | -$803K | 0.22% | 69 |
|
|
2022
Q2 | $1.79M | Buy |
+10,520
| New | +$1.79M | 0.39% | 51 |
|