West Family Investments’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,554
| Closed | -$268K | – | 252 |
|
|
2022
Q3 | $268K | Sell |
1,554
-110
| -7% | -$19K | 0.11% | 168 |
|
|
2022
Q2 | $283K | Sell |
1,664
-123
| -7% | -$20.9K | 0.11% | 170 |
|
|
2022
Q1 | $367K | Sell |
1,787
-95
| -5% | -$19.5K | 0.1% | 156 |
|
|
2021
Q4 | $427K | Sell |
1,882
-501
| -21% | -$114K | 0.12% | 145 |
|
|
2021
Q3 | $400K | Buy |
2,383
+210
| +10% | +$35.3K | 0.1% | 170 |
|
|
2021
Q2 | $356K | Buy |
+2,173
| New | +$356K | 0.1% | 196 |
|