Waverly 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	$340K	Buy	2,303 +899	+64%	+$133K	﹤0.01%	923
2025 Q1	$208K	Buy	+1,404	New	+$208K	﹤0.01%	1041
2024 Q4	–	Sell	-1,350	Closed	-$243K	–	993
2024 Q3	$243K	Hold	1,350	–	–	﹤0.01%	731
2024 Q2	$210K	Buy	+1,350	New	+$210K	﹤0.01%	756