VWA
V Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,426
| Closed | -$721K | – | 389 |
|
|
2023
Q1 | $721K | Sell |
4,426
-4,583
| -51% | -$747K | 0.14% | 155 |
|
|
2022
Q4 | $1.33M | Sell |
9,009
-1,753
| -16% | -$258K | 0.27% | 81 |
|
|
2022
Q3 | $1.86M | Buy |
10,762
+244
| +2% | +$42.1K | 0.37% | 56 |
|
|
2022
Q2 | $1.79M | Buy |
10,518
+507
| +5% | +$86.2K | 0.34% | 71 |
|
|
2022
Q1 | $2.06M | Buy |
10,011
+194
| +2% | +$39.9K | 0.33% | 63 |
|
|
2021
Q4 | $2.23M | Buy |
9,817
+380
| +4% | +$86.2K | 0.33% | 63 |
|
|
2021
Q3 | $1.59M | Buy |
+9,437
| New | +$1.59M | 0.25% | 94 |
|