DWM
Diversify Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
21,169
-21
| -0.1% | -$2.85K | 0.18% | 151 |
|
|
2025
Q1 | $3M | Sell |
21,190
-44
| -0.2% | -$6.22K | 0.22% | 129 |
|
|
2024
Q4 | $3.12M | Sell |
21,234
-426
| -2% | -$62.5K | 0.24% | 115 |
|
|
2024
Q3 | $3.66M | Sell |
21,660
-145
| -0.7% | -$24.5K | 0.35% | 74 |
|
|
2024
Q2 | $3.46M | Buy |
+21,805
| New | +$3.46M | 0.43% | 56 |
|