Annex Advisory Services’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,562	Closed	-$4.1M	–	285
2023 Q3	$4.1M	Buy	15,562 +4,799	+45%	+$1.26M	0.25%	69
2023 Q2	$3.14M	Buy	10,763 +1,658	+18%	+$484K	0.17%	80
2023 Q1	$2.75M	Buy	+9,105	New	+$2.75M	0.15%	79