Visionary Horizons’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 | $516K | Hold |
3,500
| – | – | 0.33% | 62 |
|
|
2025
Q1 | $520K | Sell |
3,500
-445
| -11% | -$66.1K | 0.37% | 63 |
|
|
2024
Q4 | $590K | Sell |
3,945
-150
| -4% | -$22.4K | 0.39% | 47 |
|
|
2024
Q3 | $738K | Hold |
4,095
| – | – | 0.49% | 30 |
|
|
2024
Q2 | $636K | Hold |
4,095
| – | – | 0.47% | 33 |
|
|
2024
Q1 | $576K | Sell |
4,095
-90
| -2% | -$12.7K | 0.45% | 38 |
|
|
2023
Q4 | $671K | Buy |
+4,185
| New | +$671K | 0.54% | 26 |
|