Elevation Wealth Partners’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$632K Sell
2025
Q3
$706K Sell
2025
Q2
$732K Hold
2025
Q1
$747K Sell
2024
Q4
$749K Sell
2024
Q3
$914K Hold
2024
Q2
$722K Hold
2024
Q1
$728K Sell
2023
Q4
$671K Buy