Dynamic Wealth Strategies’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Sell |
97
-99
| -51% | -$14.6K | 0.01% | 184 |
|
|
2025
Q1 | $29.1K | Buy |
+196
| New | +$29.1K | 0.02% | 163 |
|
|
2024
Q4 | – | Sell |
-196
| Closed | -$35K | – | 126 |
|
|
2024
Q3 | $35K | Buy |
196
+97
| +98% | +$17.3K | 0.03% | 148 |
|
|
2024
Q2 | $15K | Hold |
99
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $15K | Sell |
99
-34
| -26% | -$5.15K | 0.01% | 180 |
|
|
2023
Q4 | $21.3K | Buy |
+133
| New | +$21.3K | 0.02% | 161 |
|