Engrave Wealth Partners’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-40
Closed -$7K 333
2020
Q2
$7K Hold
40
0.01% 289
2020
Q1
$7K Hold
40
0.01% 239
2019
Q4
$8K Buy
+40
New +$8K 0.01% 326