LCWP
Legacy Capital Wealth Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
+878
| New | +$258K | 0.06% | 325 |
|
|
2024
Q4 | – | Sell |
-615
| Closed | -$224K | – | 384 |
|
|
2024
Q3 | $224K | Buy |
+615
| New | +$224K | 0.04% | 323 |
|
|
2024
Q2 | – | Sell |
-13,836
| Closed | -$3.99M | – | 354 |
|
|
2024
Q1 | $3.99M | Buy |
13,836
+13,088
| +1,750% | +$3.78M | 2.84% | 7 |
|
|
2023
Q4 | $228K | Buy |
+748
| New | +$228K | 0.06% | 259 |
|