Dogwood Wealth Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09K | Buy |
54
+44
| +440% | +$6.59K | ﹤0.01% | 321 |
|
|
2025
Q1 | $1.49K | Buy |
+10
| New | +$1.49K | ﹤0.01% | 401 |
|
|
2024
Q4 | – | Hold |
0
| – | -$2 | – | 426 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 461 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 487 |
|
|
2024
Q1 | – | Hold |
0
| – | -$3 | – | 486 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 466 |
|