Elser Financial Planning’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
Q1
Sell
-1,543
Closed -$231K 85
2024
Q4
$231K Buy
+1,543
New +$231K 0.01% 101
2024
Q3
Sell
-1,543
Closed -$240K 85
2024
Q2
$240K Buy
+1,543
New +$240K 0.04% 86