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

Confluence Wealth Management’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.06M	Buy
2020 Q1	–	Sell
2019 Q4	$904K	Sell
2019 Q3	$1.06M	Buy
2019 Q2	$959K	Sell
2019 Q1	$923K	Buy
2018 Q4	$791K	Sell
2018 Q3	$773K	Sell
2018 Q2	$891K	Buy
2018 Q1	$672K	Buy