AWMS
PSA.PRD

Advocacy Wealth Management Services’s Public Storage PSA.PRD Stock Holding History

Advocacy Wealth Management Services’s Portfolio PSA.PRD Stock Details PSA.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-462
Closed -$11K – 206
2018
Q1 		$11K Sell
462
-48
-9% -$1.14K 0.01% 134
2017
Q4 		$13K Hold
510
– – 0.01% 142
2017
Q3 		$13K Buy
+510
New +$12.7K 0.01% 170

Other funds holding PSA.PRD

BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return