WFG Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $350K | Buy |
4,483
+226
| +5% | +$17.6K | 0.08% | 263 |
|
|
2017
Q1 | $317K | Sell |
4,257
-99
| -2% | -$7.37K | 0.08% | 248 |
|
|
2016
Q4 | $336K | Buy |
4,356
+434
| +11% | +$33.5K | 0.08% | 261 |
|
|
2016
Q3 | $311K | Buy |
3,922
+269
| +7% | +$21.3K | 0.08% | 265 |
|
|
2016
Q2 | $338K | Buy |
3,653
+181
| +5% | +$16.7K | 0.09% | 220 |
|
|
2016
Q1 | $325K | Buy |
3,472
+22
| +0.6% | +$2.06K | 0.09% | 216 |
|
|
2015
Q4 | $304K | Sell |
3,450
-53
| -2% | -$4.67K | 0.09% | 221 |
|
|
2015
Q3 | $270K | Sell |
3,503
-65
| -2% | -$5.01K | 0.08% | 231 |
|
|
2015
Q2 | $233K | Buy |
3,568
+387
| +12% | +$25.3K | 0.06% | 302 |
|
|
2015
Q1 | $215K | Buy |
3,181
+305
| +11% | +$20.6K | 0.06% | 333 |
|
|
2014
Q4 | $169K | Buy |
2,876
+34
| +1% | +$2K | 0.03% | 480 |
|
|
2014
Q3 | $147K | Buy |
2,842
+358
| +14% | +$18.5K | 0.03% | 526 |
|
|
2014
Q2 | $132K | Buy |
2,484
+194
| +8% | +$10.3K | 0.02% | 564 |
|
|
2014
Q1 | $111K | Sell |
2,290
-23,606
| -91% | -$1.14M | 0.02% | 602 |
|
|
2013
Q4 | $1.09M | Sell |
25,896
-33
| -0.1% | -$1.39K | 0.16% | 153 |
|
|
2013
Q3 | $1.19M | Buy |
25,929
+359
| +1% | +$16.4K | 0.18% | 139 |
|
|
2013
Q2 | $1.07M | Buy |
+25,570
| New | +$1.07M | 0.18% | 145 |
|