WBH Advisory’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,231
Closed -$279K 319
2021
Q4
$279K Sell
1,231
-5
-0.4% -$1.13K 0.03% 275
2021
Q3
$208K Hold
1,236
0.03% 282
2021
Q2
$211K Buy
+1,236
New +$211K 0.03% 260