Delos Wealth Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-45
| Closed | -$5.79K | – | 357 |
|
|
2023
Q3 | $5.79K | Hold |
45
| – | – | 0.01% | 154 |
|
|
2023
Q2 | $6.7K | Hold |
45
| – | – | 0.01% | 151 |
|
|
2023
Q1 | $7.33K | Hold |
45
| – | – | 0.01% | 146 |
|
|
2022
Q4 | $6.62K | Hold |
45
| – | – | 0.01% | 163 |
|
|
2022
Q3 | $8K | Hold |
45
| – | – | 0.01% | 147 |
|
|
2022
Q2 | $8K | Hold |
45
| – | – | 0.01% | 150 |
|
|
2022
Q1 | $9K | Hold |
45
| – | – | 0.01% | 171 |
|
|
2021
Q4 | $10K | Buy |
+45
| New | +$10K | 0.01% | 208 |
|