Avitas Wealth Management’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,078	Closed	-$1.76M	–	210
2024 Q1	$1.76M	Buy	6,078 +124	+2%	+$36K	0.27%	100
2023 Q4	$1.82M	Buy	5,954 +2,180	+58%	+$665K	0.3%	93
2023 Q3	$995K	Buy	+3,774	New	+$995K	0.19%	127