Kingswood Wealth Advisors’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 | $331K | Sell |
1,128
-18
| -2% | -$5.28K | 0.03% | 541 |
|
|
2025
Q1 | $343K | Sell |
1,146
-858
| -43% | -$256K | 0.03% | 497 |
|
|
2024
Q4 | $600K | Buy |
2,004
+374
| +23% | +$112K | 0.05% | 390 |
|
|
2024
Q3 | $586K | Sell |
1,630
-471
| -22% | -$169K | 0.04% | 414 |
|
|
2024
Q2 | $604K | Buy |
2,101
+235
| +13% | +$67.6K | 0.05% | 340 |
|
|
2024
Q1 | $541K | Buy |
1,866
+203
| +12% | +$58.9K | 0.06% | 328 |
|
|
2023
Q4 | $507K | Buy |
+1,663
| New | +$507K | 0.06% | 344 |
|
|
2023
Q3 | – | Sell |
-2,277
| Closed | -$665K | – | 468 |
|
|
2023
Q2 | $665K | Buy |
+2,277
| New | +$665K | 0.21% | 108 |
|