AWP
Ascent Wealth Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
+3,958
| New | +$1.16M | 0.14% | 114 |
|
|
2023
Q3 | – | Sell |
-4,898
| Closed | -$1.38M | – | 170 |
|
|
2023
Q2 | $1.38M | Buy |
4,898
+281
| +6% | +$79.4K | 0.24% | 86 |
|
|
2023
Q1 | $1.39M | Buy |
4,617
+148
| +3% | +$44.7K | 0.28% | 77 |
|
|
2022
Q4 | $1.25M | Buy |
4,469
+527
| +13% | +$148K | 0.27% | 81 |
|
|
2022
Q3 | $1.15M | Sell |
3,942
-3,026
| -43% | -$886K | 0.27% | 79 |
|
|
2022
Q2 | $1.58M | Buy |
+6,968
| New | +$1.58M | 0.36% | 68 |
|