FWS
FinDec Wealth Services’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
729
| – | – | 0.22% | 33 |
|
|
2025
Q1 | $218K | Hold |
729
| – | – | 0.22% | 37 |
|
|
2024
Q4 | $218K | Hold |
729
| – | – | 0.15% | 37 |
|
|
2024
Q3 | $265K | Hold |
729
| – | – | 0.15% | 37 |
|
|
2024
Q2 | $210K | Hold |
729
| – | – | 0.13% | 39 |
|
|
2024
Q1 | $211K | Hold |
729
| – | – | 0.13% | 40 |
|
|
2023
Q4 | $222K | Buy |
+729
| New | +$222K | 0.15% | 40 |
|
|
2023
Q3 | – | Sell |
-729
| Closed | -$213K | – | 45 |
|
|
2023
Q2 | $213K | Hold |
729
| – | – | 0.15% | 42 |
|
|
2023
Q1 | $220K | Hold |
729
| – | – | 0.17% | 40 |
|
|
2022
Q4 | $204K | Buy |
+729
| New | +$204K | 0.17% | 39 |
|