Great Diamond Partners’s Extra Space Storage EXR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,211	Closed	-$554K	–	215
2022 Q3	$554K	Buy	3,211 +337	+12%	+$58.1K	0.19%	108
2022 Q2	$488K	Buy	2,874 +415	+17%	+$70.5K	0.16%	116
2022 Q1	$505K	Buy	+2,459	New	+$505K	0.14%	126