Bogart Wealth LLC’s Public Storage PSA Stock Holding History

Bogart Wealth LLC’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
2025 Q3	$7.8K	Buy
2025 Q2	$5.87K	Sell
2025 Q1	$7.78K	Buy
2024 Q4	$5.69K	Buy
2024 Q2	–	Hold
2024 Q1	–	Hold
2023 Q4	–	Hold
2023 Q1	–	Hold
2022 Q4	–	Hold