Pacific Capital Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-350	Closed	-$52.4K	–	181
2024 Q4	$52.4K	Hold	350	–	–	0.01%	146
2024 Q3	$63.1K	Hold	350	–	–	0.01%	144
2024 Q2	$54.4K	Buy	+350	New	+$54.4K	0.01%	147