OFS
OneAscent Financial Services’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $215K | Buy |
+1,624
| New | +$215K | 0.21% | 125 |
|
|
2020
Q4 | – | Sell |
-2,902
| Closed | -$310K | – | 145 |
|
|
2020
Q3 | $310K | Buy |
2,902
+458
| +19% | +$48.9K | 0.16% | 136 |
|
|
2020
Q2 | $226K | Buy |
2,444
+343
| +16% | +$31.7K | 0.15% | 147 |
|
|
2020
Q1 | $201K | Sell |
2,101
-78
| -4% | -$7.46K | 0.15% | 132 |
|
|
2019
Q4 | $230K | Buy |
+2,179
| New | +$230K | 0.13% | 138 |
|
|
2019
Q3 | – | Sell |
-2,521
| Closed | -$267K | – | 75 |
|
|
2019
Q2 | $267K | Buy |
+2,521
| New | +$267K | 0.18% | 133 |
|