Lake Point 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
2022
Q2
$39K Hold
2022
Q1
$48K Hold
2021
Q4
$46K Hold
2021
Q3
$37K Buy
2019
Q1
Sell
2018
Q4
$9K Buy