Gen-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
2025
Q2
$247K Buy
842
+103
+14% +$30.2K 0.1% 193
2025
Q1
$221K Buy
739
+3
+0.4% +$898 0.09% 197
2024
Q4
$220K Sell
736
-56
-7% -$16.8K 0.09% 202
2024
Q3
$266K Sell
792
-4
-0.5% -$1.34K 0.12% 180
2024
Q2
$229K Buy
796
+137
+21% +$39.4K 0.11% 183
2024
Q1
$191K Buy
+659
New +$191K 0.09% 206