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SYSTM Wealth Solutions’s Extra Space Storage EXR Stock Holding History

SYSTM Wealth Solutions’s Portfolio EXR Stock Details EXR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,613
Closed -$1.34M – 281
2024
Q2 		$1.34M Buy
8,613
+7,442
+636% +$1.16M 0.3% 99
2024
Q1 		$172K Buy
1,171
+289
+33% +$42.5K 0.02% 414
2023
Q4 		$141K Buy
+882
New +$141K 0.02% 415