WFG Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $350K | Buy |
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|
2017
Q1 | $317K | Sell |
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|
2016
Q4 | $336K | Buy |
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|
2016
Q3 | $311K | Buy |
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|
2016
Q2 | $338K | Buy |
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|
2016
Q1 | $325K | Buy |
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|
2015
Q4 | $304K | Sell |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $233K | Buy |
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|
2015
Q1 | $215K | Buy |
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|
2014
Q4 | $169K | Buy |
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|
2014
Q3 | $147K | Buy |
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|
2014
Q2 | $132K | Buy |
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|
2014
Q1 | $111K | Sell |
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|
2013
Q4 | $1.09M | Sell |
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|
2013
Q3 | $1.19M | Buy |
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|
2013
Q2 | $1.07M | Buy |
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