U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,111
| Closed | -$1.5M | – | 896 |
|
|
2025
Q1 | $1.5M | Buy |
10,111
+123
| +1% | +$18.3K | 0.05% | 346 |
|
|
2024
Q4 | $1.49M | Buy |
9,988
+1,213
| +14% | +$181K | 0.05% | 353 |
|
|
2024
Q3 | $1.58M | Hold |
8,775
| – | – | 0.06% | 281 |
|
|
2024
Q2 | $1.36M | Buy |
8,775
+391
| +5% | +$60.8K | 0.05% | 305 |
|
|
2024
Q1 | $1.23M | Sell |
8,384
-200
| -2% | -$29.4K | 0.05% | 314 |
|
|
2023
Q4 | $1.38M | Buy |
8,584
+44
| +0.5% | +$7.06K | 0.05% | 282 |
|
|
2023
Q3 | $1.04M | Buy |
8,540
+724
| +9% | +$88K | 0.05% | 312 |
|
|
2023
Q2 | $1.16M | Buy |
7,816
+80
| +1% | +$11.9K | 0.06% | 297 |
|
|
2023
Q1 | $1.26M | Buy |
7,736
+100
| +1% | +$16.3K | 0.06% | 269 |
|
|
2022
Q4 | $1.12M | Buy |
7,636
+200
| +3% | +$29.4K | 0.05% | 309 |
|
|
2022
Q3 | $1.28M | Sell |
7,436
-100
| -1% | -$17.3K | 0.07% | 281 |
|
|
2022
Q2 | $1.28M | Sell |
7,536
-1,288
| -15% | -$219K | 0.06% | 305 |
|
|
2022
Q1 | $1.81M | Buy |
8,824
+66
| +0.8% | +$13.6K | 0.07% | 276 |
|
|
2021
Q4 | $1.99M | Buy |
8,758
+500
| +6% | +$113K | 0.08% | 258 |
|
|
2021
Q3 | $1.39M | Buy |
+8,258
| New | +$1.39M | 0.06% | 323 |
|