Merriman Wealth Management’s Extra Space Storage EXR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,900	Closed	-$1.01M	–	183
2022 Q1	$1.01M	Hold	4,900	–	–	0.08%	84
2021 Q4	$1.11M	Hold	4,900	–	–	0.08%	98
2021 Q3	$823K	Hold	4,900	–	–	0.07%	109
2021 Q2	$803K	Hold	4,900	–	–	0.07%	131
2021 Q1	$649K	Hold	4,900	–	–	0.07%	114
2020 Q4	$568K	Hold	4,900	–	–	0.06%	137
2020 Q3	$524K	Hold	4,900	–	–	0.08%	104
2020 Q2	$453K	Hold	4,900	–	–	0.07%	113
2020 Q1	$469K	Hold	4,900	–	–	0.1%	89
2019 Q4	$518K	Hold	4,900	–	–	0.1%	124
2019 Q3	$572K	Hold	4,900	–	–	0.12%	109
2019 Q2	$5.18K	Hold	4,900	–	–	0.1%	124
2019 Q1	$499K	Hold	4,900	–	–	0.09%	137
2018 Q4	$430K	Sell	4,900 -300	-6%	-$26.3K	0.09%	99
2018 Q3	$451K	Hold	5,200	–	–	0.1%	115
2018 Q2	$519K	Hold	5,200	–	–	0.12%	105
2018 Q1	$454K	Hold	5,200	–	–	0.12%	126
2017 Q4	$455K	Hold	5,200	–	–	0.11%	120
2017 Q3	$416K	Hold	5,200	–	–	0.1%	114
2017 Q2	$406K	Sell	5,200 -16,740	-76%	-$1.31M	0.11%	89
2017 Q1	$1.63M	Sell	21,940 -800	-4%	-$59.5K	0.4%	57
2016 Q4	$1.76M	Buy	+22,740	New	+$1.76M	0.48%	51
2016 Q3	–	Sell	-3,700	Closed	-$342K	–	138
2016 Q2	$342K	Buy	+3,700	New	+$342K	0.1%	90