CWA
Clarus Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,367
| Closed | -$612K | – | 136 |
|
|
2020
Q1 | $612K | Buy |
6,367
+65
| +1% | +$6.25K | 0.61% | 45 |
|
|
2019
Q4 | $667K | Buy |
6,302
+1,314
| +26% | +$139K | 0.44% | 67 |
|
|
2019
Q3 | $583K | Buy |
4,988
+985
| +25% | +$115K | 0.43% | 52 |
|
|
2019
Q2 | $425K | Buy |
4,003
+27
| +0.7% | +$2.87K | 0.31% | 55 |
|
|
2019
Q1 | $405K | Sell |
3,976
-145
| -4% | -$14.8K | 0.3% | 46 |
|
|
2018
Q4 | $373K | Buy |
4,121
+30
| +0.7% | +$2.72K | 0.59% | 28 |
|
|
2018
Q3 | $354K | Sell |
4,091
-516
| -11% | -$44.7K | 0.23% | 48 |
|
|
2018
Q2 | $402K | Hold |
4,607
| – | – | 0.3% | 39 |
|
|
2018
Q1 | $402K | Sell |
4,607
-357
| -7% | -$31.2K | 0.37% | 39 |
|
|
2017
Q4 | $434K | Buy |
+4,964
| New | +$434K | 0.42% | 34 |
|