LWM
Liberty Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $253K | Buy |
1,467
+22
| +2% | +$3.79K | 0.07% | 124 |
|
|
2022
Q2 | $245K | Sell |
1,445
-98
| -6% | -$16.6K | 0.1% | 122 |
|
|
2022
Q1 | $317K | Buy |
1,543
+30
| +2% | +$6.16K | 0.11% | 104 |
|
|
2021
Q4 | $343 | Sell |
1,513
-605
| -29% | -$137 | 0.01% | 116 |
|
|
2021
Q3 | $368K | Buy |
2,118
+441
| +26% | +$76.6K | 0.13% | 101 |
|
|
2021
Q2 | $275K | Sell |
1,677
-20
| -1% | -$3.28K | 0.11% | 102 |
|
|
2021
Q1 | $197K | Hold |
1,697
| – | – | 0.1% | 109 |
|
|
2020
Q4 | $197K | Sell |
1,697
-305
| -15% | -$35.4K | 0.1% | 108 |
|
|
2020
Q3 | $214K | Sell |
2,002
-19
| -0.9% | -$2.03K | 0.13% | 89 |
|
|
2020
Q2 | $187K | Sell |
2,021
-8
| -0.4% | -$740 | 0.13% | 95 |
|
|
2020
Q1 | $194K | Buy |
2,029
+329
| +19% | +$31.5K | 0.17% | 92 |
|
|
2019
Q4 | $179K | Hold |
1,700
| – | – | 0.14% | 111 |
|
|
2019
Q3 | $199K | Hold |
1,700
| – | – | 0.19% | 96 |
|
|
2019
Q2 | $180K | Sell |
1,700
-181
| -10% | -$19.2K | 0.16% | 111 |
|
|
2019
Q1 | $191K | Hold |
1,881
| – | – | 0.14% | 90 |
|
|
2018
Q4 | $170K | Buy |
+1,881
| New | +$170K | 0.13% | 94 |
|