Wealthfront’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.54M | Sell |
17,799
-4,119
| -19% | -$357K | 0.01% | 174 |
|
|
2018
Q2 | $2.19M | Sell |
21,918
-484
| -2% | -$48.3K | 0.02% | 116 |
|
|
2018
Q1 | $1.96M | Buy |
22,402
+1,793
| +9% | +$157K | 0.02% | 139 |
|
|
2017
Q4 | $1.8M | Buy |
20,609
+7,253
| +54% | +$634K | 0.02% | 137 |
|
|
2017
Q3 | $1.07M | Buy |
13,356
+6,840
| +105% | +$546K | 0.01% | 187 |
|
|
2017
Q2 | $508K | Buy |
+6,516
| New | +$508K | 0.01% | 265 |
|
|
2015
Q4 | – | Sell |
-924
| Closed | -$71K | – | 525 |
|
|
2015
Q3 | $71K | Buy |
924
+461
| +100% | +$35.4K | ﹤0.01% | 462 |
|
|
2015
Q2 | $30K | Buy |
463
+376
| +432% | +$24.4K | ﹤0.01% | 561 |
|
|
2015
Q1 | $6K | Buy |
87
+85
| +4,250% | +$5.86K | ﹤0.01% | 742 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 770 |
|