BerganKDV Wealth Management’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$326 Hold
2022
Q4
$294 Buy
2020
Q2
Sell
2020
Q1
$1K Hold
2019
Q4
$1K Hold
2019
Q3
$2K Buy
2019
Q2
Hold
2019
Q1
Hold
2018
Q4
Hold