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Linscomb Wealth’s Extra Space Storage EXR Stock Holding History

Linscomb Wealth’s Portfolio EXR Stock Details EXR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,389
Closed -$516K – 318
2020
Q1 		$516K Sell
5,389
-2,823
-34% -$270K 0.05% 244
2019
Q4 		$867K Buy
+8,212
New +$867K 0.06% 248