Tempus Wealth Planning’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	$202K	Hold	1,372	–	–	0.05%	253
2025 Q1	$204K	Sell	1,372 -2,334	-63%	-$347K	0.06%	246
2024 Q4	$554K	Buy	+3,706	New	+$554K	0.17%	131
2024 Q2	–	Sell	-4,078	Closed	-$599K	–	211
2024 Q1	$599K	Buy	+4,078	New	+$599K	0.26%	98