BWA

Blodgett Wealth Advisors’s Public Storage PSA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$381K	Hold	1,300	–	–	0.3%	42
2025 Q1	$389K	Hold	1,300	–	–	0.33%	39
2024 Q4	$389K	Hold	1,300	–	–	0.31%	39
2024 Q3	$473K	Hold	1,300	–	–	0.4%	34
2024 Q2	$374K	Hold	1,300	–	–	0.32%	40
2024 Q1	$377K	Hold	1,300	–	–	0.34%	37
2023 Q4	$397K	Hold	1,300	–	–	0.4%	37
2023 Q3	$343K	Hold	1,300	–	–	0.38%	42
2023 Q2	$379K	Hold	1,300	–	–	0.39%	41
2023 Q1	$393K	Hold	1,300	–	–	0.45%	39
2022 Q4	$364K	Hold	1,300	–	–	0.44%	42
2022 Q3	$381K	Hold	1,300	–	–	0.46%	41
2022 Q2	$406K	Hold	1,300	–	–	0.44%	42
2022 Q1	$507K	Hold	1,300	–	–	0.42%	43
2021 Q4	$487K	Buy	+1,300	New	+$487K	0.38%	51