Ten Capital Wealth Advisors’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 | – | Sell |
-206
| Closed | -$33.6K | – | 300 |
|
|
2023
Q1 | $33.6K | Hold |
206
| – | – | 0.01% | 260 |
|
|
2022
Q4 | $30.3K | Hold |
206
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $36K | Buy |
+206
| New | +$36K | 0.02% | 176 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 477 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 504 |
|