Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-115
| Closed | -$10K | – | 210 |
|
|
2017
Q4 | $10K | Hold |
115
| – | – | 0.01% | 175 |
|
|
2017
Q3 | $9K | Hold |
115
| – | – | 0.01% | 167 |
|
|
2017
Q2 | $9K | Hold |
115
| – | – | 0.01% | 171 |
|
|
2017
Q1 | $9K | Hold |
115
| – | – | 0.01% | 153 |
|
|
2016
Q4 | $9K | Buy |
+115
| New | +$9K | 0.01% | 166 |
|