LWM
LJI Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Hold |
5,230
| – | – | 0.13% | 65 |
|
|
2025
Q1 | $777K | Hold |
5,230
| – | – | 0.15% | 61 |
|
|
2024
Q4 | $782K | Hold |
5,230
| – | – | 0.15% | 61 |
|
|
2024
Q3 | $942K | Hold |
5,230
| – | – | 0.19% | 58 |
|
|
2024
Q2 | $813K | Hold |
5,230
| – | – | 0.18% | 62 |
|
|
2024
Q1 | $769K | Sell |
5,230
-100
| -2% | -$14.7K | 0.2% | 53 |
|
|
2023
Q4 | $855K | Buy |
5,330
+300
| +6% | +$48.1K | 0.22% | 52 |
|
|
2023
Q3 | $612K | Buy |
5,030
+630
| +14% | +$76.6K | 0.18% | 66 |
|
|
2023
Q2 | $655K | Buy |
4,400
+300
| +7% | +$44.7K | 0.19% | 60 |
|
|
2023
Q1 | $668K | Hold |
4,100
| – | – | 0.21% | 53 |
|
|
2022
Q4 | $603K | Buy |
+4,100
| New | +$603K | 0.21% | 56 |
|