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Blake Schutter Theil Wealth Advisors’s Public Storage PSA Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio PSA Stock Details PSA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-721
Closed -$216K – 115
2025
Q1 		$216K Buy
+721
New +$216K 0.25% 106
2024
Q4 		– Sell
-609
Closed -$222K – 150
2024
Q3 		$222K Buy
+609
New +$222K 0.16% 145