BerganKDV Wealth Management’s Public Storage PSA Stock Holding History

BerganKDV Wealth Management’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$30.2K	Buy
2022 Q4	$560	Buy
2022 Q3	$0	Buy
2020 Q2	–	Sell
2020 Q1	$4K	Hold
2019 Q4	$4K	Buy