Sugarloaf Wealth Management’s Extra Space Storage EXR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Hold	0	–	-$116	–	701
2023 Q1	–	Sell	-279	Closed	-$41.1K	–	686
2022 Q4	$41.1K	Buy	279 +33	+13%	+$4.86K	0.01%	309
2022 Q3	$43K	Sell	246 -14	-5%	-$2.45K	0.01%	304
2022 Q2	$44K	Buy	+260	New	+$44K	0.01%	299