Lourd Capital’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,537
| Closed | -$230K | – | 183 |
|
|
2018
Q4 | $230K | Buy |
2,537
+21
| +0.8% | +$1.9K | 0.02% | 248 |
|
|
2018
Q3 | $218K | Buy |
+2,516
| New | +$218K | 0.01% | 290 |
|
|
2018
Q1 | – | Sell |
-3,984
| Closed | -$348K | – | 187 |
|
|
2017
Q4 | $348K | Buy |
+3,984
| New | +$348K | 0.02% | 207 |
|