Fiduciary Financial Group’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	$391K	Buy	1,312 +84	+7%	+$25K	0.07%	169
2025 Q1	$341K	Buy	1,228 +64	+5%	+$17.8K	0.07%	165
2024 Q4	$336K	Sell	1,164 -1	-0.1%	-$289	0.07%	164
2024 Q3	$405K	Buy	1,165 +60	+5%	+$20.9K	0.09%	142
2024 Q2	$338K	Buy	+1,105	New	+$338K	0.08%	164