CWM
C2C Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,122
| Closed | -$201K | – | 175 |
|
|
2022
Q3 | $201K | Buy |
+1,122
| New | +$201K | 0.04% | 164 |
|
|
2022
Q2 | – | Sell |
-1,116
| Closed | -$245K | – | 196 |
|
|
2022
Q1 | $245K | Buy |
1,116
+5
| +0.5% | +$1.1K | 0.04% | 171 |
|
|
2021
Q4 | $252K | Buy |
+1,111
| New | +$252K | 0.04% | 189 |
|