MinichMacGregor Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,729
| Closed | -$1.85M | – | 697 |
|
|
2022
Q3 | $1.85M | Buy |
10,729
+580
| +6% | +$100K | 0.74% | 32 |
|
|
2022
Q2 | $1.73M | Buy |
10,149
+471
| +5% | +$80.1K | 0.71% | 36 |
|
|
2022
Q1 | $1.99M | Buy |
9,678
+591
| +7% | +$121K | 0.64% | 40 |
|
|
2021
Q4 | $2.06M | Buy |
+9,087
| New | +$2.06M | 0.63% | 39 |
|
|
2018
Q3 | – | Sell |
-948
| Closed | -$93K | – | 537 |
|
|
2018
Q2 | $93K | Buy |
+948
| New | +$93K | 0.07% | 84 |
|
|
2018
Q1 | – | Sell |
-752
| Closed | -$65K | – | 519 |
|
|
2017
Q4 | $65K | Buy |
+752
| New | +$65K | 0.05% | 90 |
|