Financial Architects (New Jersey)’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,053	Closed	-$394K	–	356
2021 Q4	$394K	Sell	1,053 -153	-13%	-$51.1K	0.05%	233
2021 Q3	$358K	Buy	1,206 +66	+6%	+$20.7K	0.05%	238
2021 Q2	$343K	Buy	+1,140	New	+$320K	0.05%	249
2020 Q3	–	Sell	-100	Closed	-$19K	–	633
2020 Q2	$19K	Hold	100	–	–	﹤0.01%	549
2020 Q1	$20K	Hold	100	–	–	0.01%	515
2019 Q4	$21K	Hold	100	–	–	﹤0.01%	571
2019 Q3	$25K	Hold	100	–	–	0.01%	556
2019 Q2	$24K	Hold	100	–	–	﹤0.01%	675
2019 Q1	$22K	Hold	100	–	–	﹤0.01%	864
2018 Q4	$20K	Sell	100 -20	-17%	-$4.08K	﹤0.01%	802
2018 Q3	$24K	Sell	120 -128	-52%	-$27.6K	﹤0.01%	875
2018 Q2	$57K	Sell	248 -6	-2%	-$1.25K	0.01%	530
2018 Q1	$51K	Buy	254 +36	+17%	+$7.01K	0.01%	602
2017 Q4	$46K	Sell	218 -45	-17%	-$9.51K	0.01%	712
2017 Q3	$56K	Buy	263 +84	+47%	+$17.4K	0.01%	657
2017 Q2	$37K	Buy	179 +79	+79%	+$17K	0.01%	779
2017 Q1	$22K	Hold	100	–	–	﹤0.01%	916
2016 Q4	$22K	Sell	100 -632	-86%	-$134K	0.01%	818
2016 Q3	$163K	Sell	732 -1	-0.1%	-$234	0.04%	299
2016 Q2	$188K	Buy	733 +586	+399%	+$150K	0.05%	255
2016 Q1	$41K	Buy	+147	New	+$37.1K	0.01%	434
2015 Q3	–	Sell	-604	Closed	-$32K	–	746
2015 Q2	$32K	Buy	604 +500	+481%	+$95.9K	0.01%	526
2015 Q1	$21K	Hold	104	–	–	0.01%	572
2014 Q4	$19K	Buy	104 +4	+4%	+$724	0.01%	547
2014 Q3	$17K	Hold	100	–	–	0.01%	504
2014 Q2	$17K	Buy	+100	New	+$17.1K	0.01%	536