DWA
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Delap Wealth Advisory’s Public Storage PSA Stock Holding History

Delap Wealth Advisory’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-754
Closed -$230K – 267
2023
Q4 		$230K Buy
+754
New +$230K 0.1% 86