Wealthspire Advisors (Maryland)’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-532
| Closed | -$54K | – | 974 |
|
|
2019
Q1 | $54K | Buy |
532
+261
| +96% | +$26.5K | ﹤0.01% | 867 |
|
|
2018
Q4 | $25K | Buy |
271
+35
| +15% | +$3.23K | ﹤0.01% | 1117 |
|
|
2018
Q3 | $20K | Buy |
236
+2
| +0.9% | +$169 | ﹤0.01% | 1301 |
|
|
2018
Q2 | $23K | Buy |
234
+8
| +4% | +$786 | ﹤0.01% | 1256 |
|
|
2018
Q1 | $20K | Sell |
226
-117
| -34% | -$10.4K | ﹤0.01% | 1295 |
|
|
2017
Q4 | $30K | Sell |
343
-540
| -61% | -$47.2K | ﹤0.01% | 1193 |
|
|
2017
Q3 | $71K | Buy |
883
+33
| +4% | +$2.65K | 0.01% | 838 |
|
|
2017
Q2 | $66K | Buy |
850
+103
| +14% | +$8K | 0.01% | 841 |
|
|
2017
Q1 | $56K | Buy |
747
+508
| +213% | +$38.1K | 0.01% | 772 |
|
|
2016
Q4 | $18K | Sell |
239
-2
| -0.8% | -$151 | ﹤0.01% | 1048 |
|
|
2016
Q3 | $19K | Buy |
241
+207
| +609% | +$16.3K | ﹤0.01% | 1067 |
|
|
2016
Q2 | $3K | Sell |
34
-183
| -84% | -$16.1K | ﹤0.01% | 1429 |
|
|
2016
Q1 | $20K | Buy |
217
+213
| +5,325% | +$19.6K | ﹤0.01% | 969 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1734 |
|