Transamerica 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,839
| Closed | -$725K | – | 273 |
|
|
2020
Q2 | $725K | Buy |
+7,839
| New | +$725K | 0.16% | 86 |
|
|
2019
Q3 | – | Sell |
-7,839
| Closed | -$832K | – | 227 |
|
|
2019
Q2 | $832K | Buy |
+7,839
| New | +$832K | 0.18% | 97 |
|
|
2019
Q1 | – | Sell |
-7,839
| Closed | -$710K | – | 211 |
|
|
2018
Q4 | $710K | Hold |
7,839
| – | – | 0.18% | 89 |
|
|
2018
Q3 | $680K | Hold |
7,839
| – | – | 0.14% | 114 |
|
|
2018
Q2 | $783K | Hold |
7,839
| – | – | 0.17% | 101 |
|
|
2018
Q1 | $685K | Buy |
+7,839
| New | +$685K | 0.1% | 157 |
|
|
2016
Q2 | – | Sell |
-5,000
| Closed | -$468K | – | 490 |
|
|
2016
Q1 | $468K | Hold |
5,000
| – | – | 0.04% | 221 |
|
|
2015
Q4 | $442K | Buy |
+5,000
| New | +$442K | 0.03% | 248 |
|