Legacy Financial Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-153
| Closed | -$16K | – | 377 |
|
|
2019
Q1 | $16K | Buy |
153
+18
| +13% | +$1.88K | 0.01% | 507 |
|
|
2018
Q4 | $12K | Sell |
135
-153
| -53% | -$13.6K | ﹤0.01% | 519 |
|
|
2018
Q3 | $24K | Hold |
288
| – | – | 0.01% | 346 |
|
|
2018
Q2 | $28K | Hold |
288
| – | – | 0.01% | 326 |
|
|
2018
Q1 | $25K | Hold |
288
| – | – | 0.01% | 331 |
|
|
2017
Q4 | $25K | Buy |
+288
| New | +$25K | 0.01% | 337 |
|