4Wealth Advisors’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
1,009
-15
-1% -$4.4K 0.3% 108
2025
Q1
$306K Buy
1,024
+69
+7% +$20.6K 0.33% 100
2024
Q4
$286K Buy
+955
New +$286K 0.29% 116