Focused Wealth Management’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,350
Closed -$138K 713
2019
Q1
$138K Sell
1,350
-500
-27% -$51.1K 0.04% 170
2018
Q4
$167K Hold
1,850
0.06% 154
2018
Q3
$160K Hold
1,850
0.05% 171
2018
Q2
$185K Buy
+1,850
New +$185K 0.06% 163