CWP
Curated Wealth Partners’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,838
| Closed | -$724K | – | 154 |
|
|
2024
Q4 | $724K | Buy |
4,838
+170
| +4% | +$25.4K | 0.08% | 66 |
|
|
2024
Q3 | $841K | Buy |
4,668
+19
| +0.4% | +$3.42K | 0.11% | 59 |
|
|
2024
Q2 | $722K | Buy |
+4,649
| New | +$722K | 0.1% | 64 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 48 |
|