TradeWorx’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,147
| Closed | -$487K | – | 281 |
|
|
2014
Q2 | $487K | Sell |
9,147
-413
| -4% | -$22K | 0.4% | 83 |
|
|
2014
Q1 | $464K | Buy |
+9,560
| New | +$464K | 0.4% | 72 |
|
|
2013
Q3 | – | Sell |
-17,004
| Closed | -$713K | – | 471 |
|
|
2013
Q2 | $713K | Buy |
+17,004
| New | +$713K | 0.31% | 96 |
|