EWP
Elevation Wealth Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Hold |
2,496
| – | – | 0.29% | 55 |
|
|
2025
Q1 | $747K | Sell |
2,496
-5
| -0.2% | -$1.5K | 0.32% | 50 |
|
|
2024
Q4 | $749K | Sell |
2,501
-10
| -0.4% | -$2.99K | 0.32% | 47 |
|
|
2024
Q3 | $914K | Hold |
2,511
| – | – | 0.39% | 45 |
|
|
2024
Q2 | $722K | Hold |
2,511
| – | – | 0.34% | 50 |
|
|
2024
Q1 | $728K | Sell |
2,511
-34
| -1% | -$9.86K | 0.36% | 48 |
|
|
2023
Q4 | $671K | Buy |
+2,545
| New | +$671K | 0.4% | 50 |
|