Cornerstone Planning Group’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.7K	Buy	120 +21	+21%	+$6.02K	﹤0.01%	490
2025 Q4	$27K	Sell	99 -11,673	-99%	-$3.27M	﹤0.01%	512
2025 Q3	$951K	Buy	11,772 +11,694	+14,992%	+$3.36M	0.15%	63
2025 Q2	$21.9K	Buy	78 +1	+1%	+$296	﹤0.01%	402
2025 Q1	$22.7K	Buy	77 +58	+305%	+$17.3K	0.01%	382
2024 Q4	$5.65K	Buy	19 +4	+27%	+$1.33K	﹤0.01%	553
2024 Q3	$4.97K	Buy	15 +2	+15%	+$649	﹤0.01%	572
2024 Q2	$3.95K	Buy	13 +1	+8%	+$276	﹤0.01%	624
2024 Q1	$3.19K	Buy	12 +3	+33%	+$860	﹤0.01%	591
2023 Q4	$2.75K	Sell	9 -2	-18%	-$531	﹤0.01%	588
2023 Q3	$2.9K	Hold	11	–	–	﹤0.01%	600
2023 Q2	$3.21K	Buy	+11	New	+$3.21K	﹤0.01%	1043