JWM
Jackson Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-22,307
| Closed | -$2.06M | – | 133 |
|
|
2020
Q2 | $2.06M | Buy |
22,307
+1,304
| +6% | +$120K | 0.37% | 65 |
|
|
2020
Q1 | $1.93M | Sell |
21,003
-6,583
| -24% | -$605K | 0.4% | 51 |
|
|
2019
Q4 | $3.06M | Buy |
27,586
+440
| +2% | +$48.8K | 0.51% | 58 |
|
|
2019
Q3 | $3.16M | Buy |
27,146
+3,949
| +17% | +$460K | 0.66% | 45 |
|
|
2019
Q2 | $2.52M | Buy |
23,197
+260
| +1% | +$28.2K | 0.55% | 53 |
|
|
2019
Q1 | $2.34M | Buy |
22,937
+522
| +2% | +$53.2K | 0.57% | 49 |
|
|
2018
Q4 | $1.98M | Sell |
22,415
-344
| -2% | -$30.4K | 0.59% | 44 |
|
|
2018
Q3 | $1.97M | Buy |
22,759
+513
| +2% | +$44.5K | 0.41% | 61 |
|
|
2018
Q2 | $2.1M | Sell |
22,246
-121
| -0.5% | -$11.4K | 0.49% | 54 |
|
|
2018
Q1 | $1.96M | Buy |
+22,367
| New | +$1.96M | 0.55% | 50 |
|