IWA
IVC Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
1,853
+141
| +8% | +$41.4K | 0.27% | 69 |
|
|
2025
Q1 | $512K | Buy |
1,712
+153
| +10% | +$45.8K | 0.28% | 75 |
|
|
2024
Q4 | $467K | Buy |
1,559
+98
| +7% | +$29.3K | 0.26% | 78 |
|
|
2024
Q3 | $532K | Sell |
1,461
-4
| -0.3% | -$1.46K | 0.29% | 74 |
|
|
2024
Q2 | $421K | Buy |
1,465
+152
| +12% | +$43.7K | 0.24% | 94 |
|
|
2024
Q1 | $381K | Buy |
1,313
+161
| +14% | +$46.7K | 0.22% | 102 |
|
|
2023
Q4 | $351K | Buy |
1,152
+273
| +31% | +$83.3K | 0.22% | 100 |
|
|
2023
Q3 | $232K | Buy |
879
+119
| +16% | +$31.4K | 0.15% | 126 |
|
|
2023
Q2 | $222K | Hold |
760
| – | – | 0.14% | 132 |
|
|
2023
Q1 | $230K | Hold |
760
| – | – | 0.16% | 124 |
|
|
2022
Q4 | $213K | Hold |
760
| – | – | 0.16% | 142 |
|
|
2022
Q3 | $223K | Hold |
760
| – | – | 0.18% | 126 |
|
|
2022
Q2 | $238K | Hold |
760
| – | – | 0.18% | 119 |
|
|
2022
Q1 | $297K | Hold |
760
| – | – | 0.2% | 116 |
|
|
2021
Q4 | $285K | Hold |
760
| – | – | 0.18% | 114 |
|
|
2021
Q3 | $226K | Hold |
760
| – | – | 0.16% | 120 |
|
|
2021
Q2 | $229K | Buy |
+760
| New | +$229K | 0.16% | 119 |
|