Financial Architects (New Jersey)’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-527
| Closed | -$42K | – | 1376 |
|
|
2017
Q3 | $42K | Buy |
527
+60
| +13% | +$4.78K | 0.01% | 660 |
|
|
2017
Q2 | $36K | Sell |
467
-7
| -1% | -$540 | 0.01% | 692 |
|
|
2017
Q1 | $35K | Buy |
474
+59
| +14% | +$4.36K | 0.01% | 688 |
|
|
2016
Q4 | $32K | Hold |
415
| – | – | 0.01% | 699 |
|
|
2016
Q3 | $33K | Buy |
+415
| New | +$33K | 0.01% | 688 |
|