Concord Wealth Partners’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17
Closed -$2.64K 976
2024
Q2
$2.64K Buy
+17
New +$2.64K ﹤0.01% 641
2021
Q2
Sell
-3
Closed 1067
2021
Q1
$0 Buy
+3
New ﹤0.01% 1016