DWS
Dynamic Wealth Strategies’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $95.4K | Sell |
325
-72
| -18% | -$21.1K | 0.07% | 102 |
|
2025
Q1 | $119K | Buy |
+397
| New | +$119K | 0.1% | 95 |
|
2024
Q4 | – | Sell |
-411
| Closed | -$150K | – | 190 |
|
2024
Q3 | $150K | Buy |
411
+68
| +20% | +$24.8K | 0.12% | 83 |
|
2024
Q2 | $99K | Buy |
343
+2
| +0.6% | +$577 | 0.09% | 98 |
|
2024
Q1 | $99K | Sell |
341
-8
| -2% | -$2.32K | 0.08% | 102 |
|
2023
Q4 | $106K | Buy |
+349
| New | +$106K | 0.1% | 89 |
|