Lenox Wealth Management’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$6K Hold
2020
Q1
$6K Hold
2019
Q4
$8K Hold
2019
Q3
$8K Sell
2019
Q2
$10K Hold
2019
Q1
$10K Sell
2018
Q4
$11K Hold
2018
Q3
$11K Buy
2017
Q3
Sell
2017
Q2
$625K Buy