Perigon Wealth Management’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,440
Closed -$112K 666
2017
Q2
$112K Buy
1,440
+525
+57% +$40.8K 0.02% 291
2017
Q1
$68K Buy
+915
New +$68K 0.01% 357