Whipplewood 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
2025
Q2
$1.03K Sell
7
-17
-71% -$2.51K ﹤0.01% 1014
2025
Q1
$2.38K Buy
24
+8
+50% +$792 ﹤0.01% 848
2024
Q4
$2.39K Buy
+16
New +$2.39K ﹤0.01% 839