Laird Norton Wetherby Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $200K | Buy |
1,337
+46
| +4% | +$6.88K | 0.01% | 844 |
|
|
2024
Q3 | $233K | Sell |
1,291
-65
| -5% | -$11.7K | 0.01% | 816 |
|
|
2024
Q2 | $211K | Sell |
1,356
-136
| -9% | -$21.1K | 0.01% | 829 |
|
|
2024
Q1 | $219K | Sell |
1,492
-3
| -0.2% | -$441 | 0.01% | 850 |
|
|
2023
Q4 | $240K | Sell |
1,495
-552
| -27% | -$88.5K | 0.01% | 796 |
|
|
2023
Q3 | $249K | Buy |
+2,047
| New | +$249K | 0.01% | 739 |
|
|
2023
Q2 | – | Sell |
-1,269
| Closed | -$207K | – | 947 |
|
|
2023
Q1 | $207K | Buy |
+1,269
| New | +$207K | 0.01% | 815 |
|
|
2022
Q4 | – | Sell |
-1,240
| Closed | -$214K | – | 906 |
|
|
2022
Q3 | $214K | Buy |
1,240
+38
| +3% | +$6.56K | 0.02% | 782 |
|
|
2022
Q2 | $204K | Buy |
1,202
+94
| +8% | +$16K | 0.01% | 807 |
|
|
2022
Q1 | $228K | Buy |
1,108
+40
| +4% | +$8.23K | 0.01% | 809 |
|
|
2021
Q4 | $242K | Buy |
+1,068
| New | +$242K | 0.01% | 784 |
|