Simplicity Wealth’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	$212K	Buy	+1,441	New	+$212K	0.01%	563
2024 Q3	–	Sell	-1,896	Closed	-$295K	–	720
2024 Q2	$295K	Buy	1,896 +261	+16%	+$40.6K	0.01%	953
2024 Q1	$240K	Buy	+1,635	New	+$240K	0.01%	999