Crestmont Private Wealth’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	$283K	Buy	965 +3	+0.3%	+$880	0.1%	61
2025 Q1	$288K	Buy	+962	New	+$288K	0.12%	55
2024 Q4	–	Sell	-692	Closed	-$252K	–	109
2024 Q3	$252K	Buy	+692	New	+$252K	0.11%	69