Balasa Dinverno & Foltz’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-563	Closed	-$220K	–	362
2022 Q1	$220K	Buy	563 +25	+5%	+$9.77K	0.01%	322
2021 Q4	$202K	Sell	538 -401	-43%	-$151K	0.01%	337
2021 Q3	$279K	Buy	+939	New	+$279K	0.02%	274