Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,841
| Closed | -$224K | – | 650 |
|
|
2023
Q3 | $224K | Buy |
+1,841
| New | +$224K | 0.01% | 535 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$3K | – | 868 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 1607 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q3 | $2K | Sell |
20
-13
| -39% | -$1.3K | ﹤0.01% | 1354 |
|
|
2020
Q2 | $3K | Buy |
33
+13
| +65% | +$1.18K | ﹤0.01% | 1577 |
|
|
2020
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1463 |
|
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1434 |
|
|
2019
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1360 |
|