Lee Financial’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,050
| Closed | -$105K | – | 543 |
|
|
2018
Q2 | $105K | Sell |
1,050
-1,050
| -50% | -$105K | 0.02% | 204 |
|
|
2018
Q1 | $183K | Buy |
2,100
+1,050
| +100% | +$91.5K | 0.05% | 160 |
|
|
2017
Q4 | $92K | Hold |
1,050
| – | – | 0.03% | 159 |
|
|
2017
Q3 | $84K | Hold |
1,050
| – | – | 0.03% | 153 |
|
|
2017
Q2 | $82K | Buy |
+1,050
| New | +$82K | 0.03% | 158 |
|