Wealth Enhancement Advisory Services’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
34,355
+11,762
| +52% | +$1.8M | 0.01% | 875 |
|
|
2025
Q1 | $3.36M | Buy |
22,593
+6,964
| +45% | +$1.03M | 0.01% | 995 |
|
|
2024
Q4 | $2.34M | Buy |
15,629
+4,183
| +37% | +$626K | ﹤0.01% | 1103 |
|
|
2024
Q3 | $2.06M | Sell |
11,446
-292
| -2% | -$52.6K | ﹤0.01% | 1033 |
|
|
2024
Q2 | $1.82M | Buy |
11,738
+4,102
| +54% | +$638K | ﹤0.01% | 1021 |
|
|
2024
Q1 | $1.12M | Buy |
7,636
+583
| +8% | +$85.7K | ﹤0.01% | 1189 |
|
|
2023
Q4 | $1.13M | Sell |
7,053
-2,086
| -23% | -$334K | ﹤0.01% | 1120 |
|
|
2023
Q3 | $1.11M | Buy |
+9,139
| New | +$1.11M | ﹤0.01% | 1052 |
|
|
2023
Q2 | – | Sell |
-16,508
| Closed | -$2.69M | – | 534 |
|
|
2023
Q1 | $2.69M | Buy |
+16,508
| New | +$2.69M | 0.03% | 179 |
|
|
2021
Q4 | – | Sell |
-77,467
| Closed | -$14.5M | – | 309 |
|
|
2021
Q3 | $14.5M | Buy |
+77,467
| New | +$14.5M | 0.21% | 57 |
|