Alterna Wealth 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
-1,289
Closed -$232K 108
2024
Q3
$232K Buy
+1,289
New +$232K 0.21% 83
2024
Q1
Sell
-1,251
Closed -$201K 97
2023
Q4
$201K Buy
+1,251
New +$201K 0.24% 72