Lauer Wealth’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-833
Closed -$247K 41
2024
Q2
$247K Sell
833
-377
-31% -$112K 0.19% 35
2024
Q1
$333K Buy
1,210
+44
+4% +$12.1K 0.29% 34
2023
Q4
$342K Buy
+1,166
New +$342K 0.32% 32