Lake Street Advisors Group’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$297K Buy
992
+126
+15% +$37.7K 0.01% 452
2024
Q3
$315K Buy
866
+15
+2% +$5.46K 0.01% 433
2024
Q2
$245K Sell
851
-2
-0.2% -$576 0.01% 493
2024
Q1
$248K Buy
853
+93
+12% +$27K 0.01% 502
2023
Q4
$232K Buy
+760
New +$232K 0.01% 512