GoalVest Advisory’s Public Storage PSA Stock Holding History

GoalVest Advisory’s Portfolio PSA Stock Details PSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14K	Buy
2023 Q2	–	Sell
2023 Q1	$906	Buy
2022 Q2	–	Sell
2022 Q1	$0	Buy
2021 Q1	–	Sell
2020 Q4	$642K	Buy