VFA
Values First Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
3,726
-33
| -0.9% | -$4.87K | 0.3% | 97 |
|
|
2025
Q1 | $557K | Buy |
3,759
+33
| +0.9% | +$4.89K | 0.32% | 80 |
|
|
2024
Q4 | $557K | Buy |
3,726
+110
| +3% | +$16.5K | 0.31% | 88 |
|
|
2024
Q3 | $652K | Sell |
3,616
-6
| -0.2% | -$1.08K | 0.35% | 71 |
|
|
2024
Q2 | $563K | Buy |
3,622
+15
| +0.4% | +$2.33K | 0.34% | 77 |
|
|
2024
Q1 | $530K | Sell |
3,607
-33
| -0.9% | -$4.85K | 0.31% | 94 |
|
|
2023
Q4 | $584K | Sell |
3,640
-1,157
| -24% | -$186K | 0.35% | 88 |
|
|
2023
Q3 | $583K | Buy |
+4,797
| New | +$583K | 0.38% | 79 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 227 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 352 |
|
|
2021
Q3 | – | Sell |
-4,668
| Closed | -$765K | – | 151 |
|
|
2021
Q2 | $765K | Sell |
4,668
-895
| -16% | -$147K | 0.52% | 67 |
|
|
2021
Q1 | $737K | Buy |
5,563
+307
| +6% | +$40.7K | 0.54% | 69 |
|
|
2020
Q4 | $609K | Buy |
5,256
+559
| +12% | +$64.8K | 0.49% | 71 |
|
|
2020
Q3 | $503K | Buy |
4,697
+214
| +5% | +$22.9K | 0.46% | 75 |
|
|
2020
Q2 | $414K | Buy |
4,483
+314
| +8% | +$29K | 0.41% | 84 |
|
|
2020
Q1 | $399K | Buy |
4,169
+1,043
| +33% | +$99.9K | 0.48% | 67 |
|
|
2019
Q4 | $330K | Buy |
+3,126
| New | +$330K | 0.32% | 94 |
|