Bogart Wealth LLC’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87K | Sell |
20
-6
| -23% | -$1.76K | ﹤0.01% | 900 |
|
|
2025
Q1 | $7.78K | Buy |
26
+7
| +37% | +$2.1K | ﹤0.01% | 804 |
|
|
2024
Q4 | $5.69K | Buy |
+19
| New | +$5.69K | ﹤0.01% | 847 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1194 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1116 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1116 |
|
|
2023
Q1 | – | Hold |
0
| – | -$10 | – | 1203 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1019 |
|