Financial Synergies Wealth Advisors’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
Q1 | – | Sell |
-2
| Closed | -$295 | – | 521 |
|
|
2023
Q4 | $295 | Buy |
+2
| New | +$295 | ﹤0.01% | 421 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$326 | – | 505 |
|
|
2023
Q1 | $326 | Hold |
2
| – | – | ﹤0.01% | 456 |
|
|
2022
Q4 | $295 | Hold |
2
| – | – | ﹤0.01% | 421 |
|
|
2022
Q3 | $346 | Hold |
2
| – | – | ﹤0.01% | 396 |
|
|
2022
Q2 | $341 | Buy |
+2
| New | +$341 | ﹤0.01% | 422 |
|