WR Wealth Planners’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.84K | Sell |
19
-6
| -24% | -$897 | ﹤0.01% | 793 |
|
|
2024
Q3 | $4.51K | Hold |
25
| – | – | ﹤0.01% | 762 |
|
|
2024
Q2 | $3.89K | Buy |
25
+17
| +213% | +$2.64K | ﹤0.01% | 763 |
|
|
2024
Q1 | $1.18K | Buy |
+8
| New | +$1.18K | ﹤0.01% | 951 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$973 | – | 408 |
|
|
2023
Q3 | $973 | Hold |
8
| – | – | ﹤0.01% | 835 |
|
|
2023
Q2 | $1.19K | Hold |
8
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $1.3K | Hold |
8
| – | – | ﹤0.01% | 822 |
|
|
2022
Q4 | $1.18K | Hold |
8
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $1.38K | Hold |
8
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $1.36K | Hold |
8
| – | – | ﹤0.01% | 439 |
|
|
2022
Q1 | $1.65K | Buy |
+8
| New | +$1.65K | ﹤0.01% | 439 |
|