EWM
Evercore Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-575
| Closed | -$51K | – | 491 |
|
|
2017
Q4 | $51K | Buy |
575
+500
| +667% | +$44.3K | ﹤0.01% | 577 |
|
|
2017
Q3 | $6K | Sell |
75
-100
| -57% | -$8K | ﹤0.01% | 828 |
|
|
2017
Q2 | $14K | Buy |
+175
| New | +$14K | ﹤0.01% | 765 |
|
|
2015
Q3 | – | Sell |
-145
| Closed | -$9K | – | 999 |
|
|
2015
Q2 | $9K | Buy |
+145
| New | +$9K | ﹤0.01% | 926 |
|
|
2014
Q2 | – | Sell |
-1,025
| Closed | -$49K | – | 1015 |
|
|
2014
Q1 | $49K | Buy |
+1,025
| New | +$49K | ﹤0.01% | 601 |
|