USCA RIA’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.24M | Sell |
7,558
-200
| -3% | -$32.8K | 0.08% | 277 |
|
|
2021
Q1 | $1.03M | Hold |
7,758
| – | – | 0.07% | 295 |
|
|
2020
Q4 | $899K | Hold |
7,758
| – | – | 0.06% | 246 |
|
|
2020
Q3 | $830K | Hold |
7,758
| – | – | 0.07% | 225 |
|
|
2020
Q2 | $717K | Sell |
7,758
-15
| -0.2% | -$1.39K | 0.06% | 236 |
|
|
2020
Q1 | $744K | Buy |
7,773
+1,065
| +16% | +$102K | 0.09% | 223 |
|
|
2019
Q4 | $709K | Buy |
6,708
+600
| +10% | +$63.4K | 0.06% | 287 |
|
|
2019
Q3 | $714K | Sell |
6,108
-100
| -2% | -$11.7K | 0.07% | 265 |
|
|
2019
Q2 | $659K | Buy |
6,208
+1
| +0% | +$106 | 0.07% | 270 |
|
|
2019
Q1 | $633K | Sell |
6,207
-12,393
| -67% | -$1.26M | 0.07% | 256 |
|
|
2018
Q4 | $1.68M | Buy |
18,600
+12,595
| +210% | +$1.14M | 0.22% | 131 |
|
|
2018
Q3 | $520K | Buy |
6,005
+401
| +7% | +$34.7K | 0.05% | 305 |
|
|
2018
Q2 | $559K | Sell |
5,604
-125
| -2% | -$12.5K | 0.06% | 280 |
|
|
2018
Q1 | $500K | Buy |
5,729
+127
| +2% | +$11.1K | 0.06% | 294 |
|
|
2017
Q4 | $490K | Buy |
+5,602
| New | +$490K | 0.05% | 299 |
|