LWAM
Legacy Wealth Asset Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
2,127
+22
| +1% | +$3.24K | 0.08% | 313 |
|
|
2025
Q1 | $313K | Sell |
2,105
-292
| -12% | -$43.4K | 0.09% | 296 |
|
|
2024
Q4 | $359K | Hold |
2,397
| – | – | 0.1% | 280 |
|
|
2024
Q3 | $432K | Buy |
2,397
+51
| +2% | +$9.19K | 0.12% | 268 |
|
|
2024
Q2 | $365K | Buy |
2,346
+96
| +4% | +$14.9K | 0.1% | 274 |
|
|
2024
Q1 | $331K | Buy |
2,250
+70
| +3% | +$10.3K | 0.09% | 285 |
|
|
2023
Q4 | $350K | Buy |
+2,180
| New | +$350K | 0.11% | 271 |
|
|
2021
Q3 | – | Sell |
-1,317
| Closed | -$216K | – | 297 |
|
|
2021
Q2 | $216K | Buy |
+1,317
| New | +$216K | 0.1% | 287 |
|