AWA
Aaron Wealth Advisors’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-870
| Closed | -$260K | – | 513 |
|
2025
Q1 | $260K | Buy |
+870
| New | +$260K | 0.03% | 368 |
|
2023
Q4 | – | Sell |
-9,707
| Closed | -$2.56M | – | 280 |
|
2023
Q3 | $2.56M | Buy |
+9,707
| New | +$2.56M | 0.33% | 45 |
|
2022
Q2 | – | Sell |
-84,300
| Closed | -$216K | – | 676 |
|
2022
Q1 | $216K | Buy |
+84,300
| New | +$216K | ﹤0.01% | 767 |
|