Lenox Wealth Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6K | Hold |
72
| – | – | ﹤0.01% | 508 |
|
|
2020
Q1 | $6K | Hold |
72
| – | – | ﹤0.01% | 462 |
|
|
2019
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 473 |
|
|
2019
Q3 | $8K | Sell |
72
-25
| -26% | -$2.78K | ﹤0.01% | 477 |
|
|
2019
Q2 | $10K | Hold |
97
| – | – | ﹤0.01% | 433 |
|
|
2019
Q1 | $10K | Sell |
97
-74
| -43% | -$7.63K | ﹤0.01% | 442 |
|
|
2018
Q4 | $11K | Hold |
171
| – | – | ﹤0.01% | 375 |
|
|
2018
Q3 | $11K | Buy |
+171
| New | +$11K | ﹤0.01% | 400 |
|
|
2017
Q3 | – | Sell |
-8,014
| Closed | -$625K | – | 490 |
|
|
2017
Q2 | $625K | Buy |
+8,014
| New | +$625K | 0.25% | 76 |
|