AssuredPartners Investment 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	–	Sell	-1,187	Closed	-$355K	–	308
2025 Q1	$355K	Sell	1,187 -142	-11%	-$42.5K	0.07%	247
2024 Q4	$398K	Buy	+1,329	New	+$398K	0.08%	230