Veritable’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,194
| Closed | -$327K | – | 282 |
|
|
2023
Q2 | $327K | Buy |
2,194
+131
| +6% | +$19.7K | 0.01% | 672 |
|
|
2023
Q1 | $336K | Sell |
2,063
-153
| -7% | -$24K | 0.01% | 649 |
|
|
2022
Q4 | $326K | Buy |
2,216
+44
| +2% | +$7.03K | 0.01% | 640 |
|
|
2022
Q3 | $375K | Sell |
2,172
-1,167
| -35% | -$221K | 0.01% | 572 |
|
|
2022
Q2 | $568K | Sell |
3,339
-46
| -1% | -$8.52K | 0.01% | 506 |
|
|
2022
Q1 | $696K | Buy |
3,385
+132
| +4% | +$26.2K | 0.01% | 479 |
|
|
2021
Q4 | $738K | Buy |
3,253
+13
| +0.4% | +$2.58K | 0.01% | 462 |
|
|
2021
Q3 | $544K | Buy |
3,240
+16
| +0.5% | +$2.83K | 0.01% | 524 |
|
|
2021
Q2 | $528K | Buy |
3,224
+1,394
| +76% | +$209K | 0.01% | 528 |
|
|
2021
Q1 | $243K | Sell |
1,830
-714
| -28% | -$86.4K | ﹤0.01% | 722 |
|
|
2020
Q4 | $295K | Buy |
2,544
+129
| +5% | +$14.7K | 0.01% | 632 |
|
|
2020
Q3 | $258K | Sell |
2,415
-2,805
| -54% | -$290K | 0.01% | 619 |
|
|
2020
Q2 | $482K | Sell |
5,220
-4,278
| -45% | -$398K | 0.01% | 475 |
|
|
2020
Q1 | $910K | Buy |
9,498
+2,366
| +33% | +$246K | 0.02% | 324 |
|
|
2019
Q4 | $753K | Sell |
7,132
-3,451
| -33% | -$376K | 0.01% | 425 |
|
|
2019
Q3 | $1.24M | Buy |
10,583
+65
| +0.6% | +$7.52K | 0.02% | 307 |
|
|
2019
Q2 | $1.12M | Sell |
10,518
-20
| -0.2% | -$2.1K | 0.02% | 323 |
|
|
2019
Q1 | $1.07M | Sell |
10,538
-2,010
| -16% | -$193K | 0.02% | 326 |
|
|
2018
Q4 | $1.14M | Sell |
12,548
-538
| -4% | -$48.9K | 0.03% | 298 |
|
|
2018
Q3 | $1.13M | Sell |
13,086
-738
| -5% | -$68.5K | 0.02% | 320 |
|
|
2018
Q2 | $1.38M | Sell |
13,824
-164
| -1% | -$15.3K | 0.03% | 277 |
|
|
2018
Q1 | $1.22M | Sell |
13,988
-500
| -3% | -$42.1K | 0.03% | 294 |
|
|
2017
Q4 | $1.27M | Buy |
14,488
+2,198
| +18% | +$185K | 0.03% | 288 |
|
|
2017
Q3 | $982K | Sell |
12,290
-3,447
| -22% | -$268K | 0.02% | 352 |
|
|
2017
Q2 | $1.23M | Buy |
+15,737
| New | +$1.21M | 0.03% | 309 |
|
|
2016
Q4 | – | Sell |
-2,621
| Closed | -$208K | – | 754 |
|
|
2016
Q3 | $208K | Buy |
+2,621
| New | +$221K | 0.01% | 683 |
|
Other funds holding EXR
