Premier Path Wealth Partners’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
Q2
Sell
-1,646
Closed -$244K 391
2025
Q1
$244K Buy
+1,646
New +$244K 0.04% 337
2024
Q4
Sell
-1,446
Closed -$261K 374
2024
Q3
$261K Buy
+1,446
New +$261K 0.04% 324