Weld Capital Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,662
| Closed | -$436K | – | 70 |
|
|
2021
Q2 | $436K | Sell |
2,662
-3,893
| -59% | -$638K | 0.44% | 84 |
|
|
2021
Q1 | $869K | Buy |
6,555
+1,333
| +26% | +$177K | 0.37% | 94 |
|
|
2020
Q4 | $605K | Buy |
5,222
+536
| +11% | +$62.1K | 0.24% | 145 |
|
|
2020
Q3 | $501K | Buy |
+4,686
| New | +$501K | 0.2% | 186 |
|
|
2019
Q4 | – | Sell |
-2,022
| Closed | -$236K | – | 706 |
|
|
2019
Q3 | $236K | Buy |
+2,022
| New | +$236K | 0.04% | 651 |
|