Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-345
| Closed | -$62.2K | – | 997 |
|
|
2024
Q3 | $62.2K | Hold |
345
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $53.6K | Hold |
345
| – | – | 0.01% | 378 |
|
|
2024
Q1 | $50.7K | Hold |
345
| – | – | 0.01% | 381 |
|
|
2023
Q4 | $55.3K | Hold |
345
| – | – | 0.01% | 344 |
|
|
2023
Q3 | $41.9K | Hold |
345
| – | – | 0.01% | 371 |
|
|
2023
Q2 | $51.4K | Hold |
345
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $56.2K | Hold |
345
| – | – | 0.02% | 346 |
|
|
2022
Q4 | $50 | Hold |
345
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $59 | Hold |
345
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $58 | Hold |
345
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $70 | Hold |
345
| – | – | ﹤0.01% | 390 |
|
|
2021
Q4 | $78 | Hold |
345
| – | – | ﹤0.01% | 365 |
|
|
2021
Q3 | $57 | Buy |
+345
| New | +$57 | ﹤0.01% | 380 |
|