SWP
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Sagespring Wealth Partners’s Extra Space Storage EXR Stock Holding History

Sagespring Wealth Partners’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$296K Sell
2,010
-329
-14% -$48.5K 0.01% 585
2025
Q1 		$347K Buy
2,339
+638
+38% +$94.7K 0.01% 471
2024
Q4 		$254K Buy
+1,701
New +$254K 0.01% 521