Impact Partnership Wealth’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
Q2
Sell
-11
Closed -$1.62K 367
2024
Q1
$1.62K Sell
11
-52
-83% -$7.64K ﹤0.01% 590
2023
Q4
$10.1K Sell
63
-2,814
-98% -$451K ﹤0.01% 497
2023
Q3
$350K Buy
+2,877
New +$350K 0.11% 108