Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35
| Closed | -$6.31K | – | 292 |
|
|
2024
Q3 | $6.31K | Hold |
35
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $5.44K | Hold |
35
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $5.15K | Hold |
35
| – | – | ﹤0.01% | 357 |
|
|
2023
Q4 | $5.61K | Hold |
35
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $4.26K | Buy |
+35
| New | +$4.26K | ﹤0.01% | 333 |
|