WealthPLAN Partners’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-19
Closed -$2.83K 560
2023
Q2
$2.83K Buy
+19
New +$2.83K ﹤0.01% 1018
2016
Q3
Sell
-166
Closed -$15 996
2016
Q2
$15 Buy
+166
New +$15 ﹤0.01% 2498
2015
Q4
$42 Buy
+470
New +$42 ﹤0.01% 1670