Institute for Wealth Management’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-691	Closed	-$202K	–	474
2023 Q2	$202K	Hold	691	–	–	0.04%	444
2023 Q1	$209K	Buy	+691	New	+$203K	0.04%	422
2022 Q4	–	Sell	-691	Closed	-$202K	–	466
2022 Q3	$202K	Hold	691	–	–	0.05%	420
2022 Q2	$216K	Buy	691 +15	+2%	+$5.19K	0.04%	474
2022 Q1	$264K	Hold	676	–	–	0.04%	457
2021 Q4	$253K	Sell	676 -55	-8%	-$18.4K	0.04%	414
2021 Q3	$217K	Buy	731 +54	+8%	+$16.9K	0.04%	451
2021 Q2	$204K	Buy	+677	New	+$190K	0.04%	462
2020 Q1	–	Sell	-1,056	Closed	-$225K	–	603
2019 Q4	$225K	Hold	1,056	–	–	0.05%	404
2019 Q3	$259K	Sell	1,056 -512	-33%	-$129K	0.07%	352
2019 Q2	$373K	Hold	1,568	–	–	0.08%	306
2019 Q1	$341K	Sell	1,568 -21	-1%	-$4.39K	0.07%	310
2018 Q4	$318K	Buy	+1,589	New	+$324K	0.13%	192
2018 Q1	–	Sell	-1,574	Closed	-$329K	–	367
2017 Q4	$329K	Buy	+1,574	New	+$333K	0.08%	289
2017 Q3	–	Sell	-1,631	Closed	-$340K	–	362
2017 Q2	$340K	Buy	+1,631	New	+$351K	0.09%	288