FirstPurpose Wealth’s Extra Space Storage EXR Stock Holding History

FirstPurpose Wealth’s Portfolio EXR Stock Details EXR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.2M	Sell
2023 Q4	$2.5M	Sell
2023 Q3	$1.94M	Sell
2023 Q2	$2.38M	Sell
2023 Q1	$2.63M	Sell
2022 Q4	$2.38M	Buy
2022 Q3	$2.48M	Sell
2022 Q2	$2.71M	Buy
2022 Q1	$2.83M	Buy
2021 Q4	$3.1M	Buy