MSWA
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Marshall & Sterling Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.64K Sell
45
-2
-4% -$295 ﹤0.01% 429
2025
Q1 		$6.98K Buy
+47
New +$6.98K ﹤0.01% 393