TWD
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True Wealth Design’s Extra Space Storage EXR Stock Holding History

True Wealth Design’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.9K Sell
101
-260
-72% -$38.3K 0.01% 459
2025
Q1 		$53.6K Buy
361
+302
+512% +$44.8K 0.02% 174
2024
Q4 		$8.83K Buy
+59
New +$8.83K ﹤0.01% 439