Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-79
| Closed | -$7K | – | 506 |
|
|
2018
Q3 | $7K | Hold |
79
| – | – | ﹤0.01% | 476 |
|
|
2018
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $7K | Hold |
79
| – | – | ﹤0.01% | 475 |
|
|
2017
Q4 | $7K | Hold |
79
| – | – | ﹤0.01% | 566 |
|
|
2017
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 566 |
|
|
2017
Q2 | $6K | Buy |
+79
| New | +$6K | ﹤0.01% | 476 |
|
|
2015
Q4 | – | Sell |
-2,850
| Closed | -$220K | – | 491 |
|
|
2015
Q3 | $220K | Buy |
+2,850
| New | +$220K | 0.12% | 126 |
|