Dogwood Wealth Management’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 | $8.73K | Buy |
30
+20
| +200% | +$5.82K | ﹤0.01% | 311 |
|
|
2025
Q1 | $2.99K | Buy |
+10
| New | +$2.99K | ﹤0.01% | 290 |
|
|
2024
Q4 | – | Hold |
0
| – | -$6 | – | 569 |
|
|
2024
Q3 | – | Hold |
0
| – | -$5 | – | 308 |
|
|
2024
Q2 | – | Hold |
0
| – | -$5 | – | 361 |
|
|
2024
Q1 | – | Hold |
0
| – | -$8 | – | 365 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 318 |
|