Kaizen Advisory’s Public Storage PSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$85K Buy
421
+79
+23% +$16K 0.06% 247
2018
Q3
$69K Hold
342
0.04% 281
2018
Q2
$78K Buy
342
+199
+139% +$45.4K 0.04% 267
2018
Q1
$29K Hold
143
0.03% 273
2017
Q4
$30K Buy
+143
New +$30K 0.02% 261