BWM
BerganKDV Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$326 | – | 947 |
|
|
2023
Q1 | $326 | Hold |
2
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q4 | $294 | Buy |
+2
| New | +$294 | ﹤0.01% | 993 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | -$1K | – | 996 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 816 |
|
|
2019
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 841 |
|
|
2019
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 633 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 696 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 690 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 655 |
|