Dynasty 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
2024
Q4
Sell
-2,169
Closed -$391K 256
2024
Q3
$391K Sell
2,169
-2,399
-53% -$432K 0.01% 188
2024
Q2
$710K Buy
+4,568
New +$710K 0.02% 159