WAG
Wiser Advisor Group’s Extra Space Storage EXR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-116
| Closed | -$17.2K | – | 111 |
|
2025
Q1 | $17.2K | Buy |
116
+2
| +2% | +$296 | 0.03% | 152 |
|
2024
Q4 | $17.1K | Buy |
114
+1
| +0.9% | +$150 | 0.02% | 156 |
|
2024
Q3 | $20.4K | Hold |
113
| – | – | 0.03% | 154 |
|
2024
Q2 | $17.4K | Buy |
113
+3
| +3% | +$463 | 0.03% | 162 |
|
2024
Q1 | $16.3K | Buy |
110
+1
| +0.9% | +$148 | 0.03% | 160 |
|
2023
Q4 | $17.4K | Buy |
+109
| New | +$17.4K | 0.03% | 158 |
|