TWA
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TCI Wealth Advisors’s Extra Space Storage EXR Stock Holding History

TCI Wealth Advisors’s Portfolio EXR Stock Details EXR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32
Closed -$5.21K – 884
2023
Q1 		$5.21K Hold
32
– – ﹤0.01% 1498
2022
Q4 		$4.71K Hold
32
– – ﹤0.01% 1567
2022
Q3 		$6K Hold
32
– – ﹤0.01% 1330
2022
Q2 		$5K Sell
32
-1
-3% -$156 ﹤0.01% 1468
2022
Q1 		$6K Hold
33
– – ﹤0.01% 1409
2021
Q4 		$7K Hold
33
– – ﹤0.01% 1414
2021
Q3 		$6K Buy
33
+1
+3% +$182 ﹤0.01% 1435
2021
Q2 		$5K Hold
32
– – ﹤0.01% 1413
2021
Q1 		$4K Hold
32
– – ﹤0.01% 1347
2020
Q4 		$4K Sell
32
-9
-22% -$1.13K ﹤0.01% 935
2020
Q3 		$4K Hold
41
– – ﹤0.01% 821
2020
Q2 		$4K Sell
41
-4
-9% -$390 ﹤0.01% 785
2020
Q1 		$4K Sell
45
-339
-88% -$30.1K ﹤0.01% 754
2019
Q4 		$41K Buy
384
+339
+753% +$36.2K 0.02% 416
2019
Q3 		$5K Sell
45
-2
-4% -$222 ﹤0.01% 794
2019
Q2 		$5K Hold
47
– – ﹤0.01% 757
2019
Q1 		$5K Hold
47
– – ﹤0.01% 779
2018
Q4 		$4K Buy
47
+3
+7% +$255 ﹤0.01% 809
2018
Q3 		$4K Hold
44
– – ﹤0.01% 832
2018
Q2 		$4K Hold
44
– – ﹤0.01% 839
2018
Q1 		$4K Hold
44
– – ﹤0.01% 775
2017
Q4 		$4K Hold
44
– – ﹤0.01% 828
2017
Q3 		$4K Hold
44
– – ﹤0.01% 771
2017
Q2 		$3K Sell
44
-300
-87% -$20.5K ﹤0.01% 868
2017
Q1 		$26K Buy
344
+300
+682% +$22.7K 0.01% 406
2016
Q4 		$3K Hold
44
– – ﹤0.01% 906
2016
Q3 		$3K Hold
44
– – ﹤0.01% 854
2016
Q2 		$4K Hold
44
– – ﹤0.01% 763
2016
Q1 		$4K Sell
44
-9
-17% -$818 ﹤0.01% 763
2015
Q4 		$5K Hold
53
– – ﹤0.01% 708
2015
Q3 		$4K Hold
53
– – ﹤0.01% 665
2015
Q2 		$3K Hold
53
– – ﹤0.01% 725
2015
Q1 		$4K Hold
53
– – ﹤0.01% 607
2014
Q4 		$3K Hold
53
– – ﹤0.01% 650
2014
Q3 		$3K Hold
53
– – ﹤0.01% 653
2014
Q2 		$3K Buy
+53
New +$3K ﹤0.01% 682