Partnervest Advisory Services’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-107
| Closed | -$6K | – | 361 |
|
|
2014
Q2 | $6K | Sell |
107
-8
| -7% | -$449 | ﹤0.01% | 780 |
|
|
2014
Q1 | $6K | Sell |
115
-6
| -5% | -$313 | ﹤0.01% | 753 |
|
|
2013
Q4 | $5K | Hold |
121
| – | – | ﹤0.01% | 764 |
|
|
2013
Q3 | $6K | Buy |
121
+14
| +13% | +$694 | ﹤0.01% | 746 |
|
|
2013
Q2 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 768 |
|