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Legacy Capital Wealth Partners’s Public Storage PSA Stock Holding History

Legacy Capital Wealth Partners’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$379K Buy
1,399
+163
+13% +$46.7K 0.08% 256
2025
Q4 		$321K Buy
1,236
+293
+31% +$82K 0.07% 288
2025
Q3 		$272K Buy
943
+65
+7% +$18.7K 0.06% 326
2025
Q2 		$258K Buy
+878
New +$260K 0.06% 325
2024
Q4 		– Sell
-615
Closed -$224K – 384
2024
Q3 		$224K Buy
+615
New +$200K 0.04% 323
2024
Q2 		– Sell
-13,836
Closed -$3.99M – 354
2024
Q1 		$3.99M Buy
13,836
+13,088
+1,750% +$3.75M 2.84% 7
2023
Q4 		$228K Buy
+748
New +$198K 0.06% 259

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