BWA
BDO Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.95K | Buy |
40
+15
| +60% | +$2.23K | ﹤0.01% | 753 |
|
|
2023
Q1 | $4.07K | Hold |
25
| – | – | ﹤0.01% | 821 |
|
|
2022
Q4 | $3.68K | Hold |
25
| – | – | ﹤0.01% | 800 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 842 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 811 |
|
|
2022
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 814 |
|
|
2021
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 797 |
|
|
2021
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 860 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 894 |
|
|
2021
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 931 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$26K | – | 585 |
|
|
2017
Q4 | $26K | Buy |
+300
| New | +$26K | 0.01% | 255 |
|