SSWM
Sheets Smith Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
1,541
| – | – | 0.03% | 383 |
|
|
2025
Q1 | $229K | Hold |
1,541
| – | – | 0.03% | 333 |
|
|
2024
Q4 | $231K | Hold |
1,541
| – | – | 0.03% | 354 |
|
|
2024
Q3 | $278K | Hold |
1,541
| – | – | 0.03% | 323 |
|
|
2024
Q2 | $239K | Hold |
1,541
| – | – | 0.03% | 345 |
|
|
2024
Q1 | $227K | Sell |
1,541
-68
| -4% | -$10K | 0.03% | 354 |
|
|
2023
Q4 | $258K | Buy |
+1,609
| New | +$258K | 0.04% | 300 |
|