Omnia Family Wealth’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
Q2 | – | Sell |
-25
| Closed | -$3K | – | 237 |
|
|
2019
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 379 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 403 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 441 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 422 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 430 |
|
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 432 |
|
|
2017
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 448 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 585 |
|
|
2017
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 577 |
|