IWA
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IBEX Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,657
Closed -$286K 179
2022
Q3
$286K Buy
+1,657
New +$286K 0.07% 123
2019
Q3
Sell
-1,198
Closed -$127K 155
2019
Q2
$127K Buy
+1,198
New +$127K 0.04% 153