LWAM
Legacy Wealth Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
1,167
+13
| +1% | +$3.81K | 0.09% | 299 |
|
|
2025
Q1 | $345K | Sell |
1,154
-151
| -12% | -$45.2K | 0.1% | 281 |
|
|
2024
Q4 | $391K | Sell |
1,305
-18
| -1% | -$5.39K | 0.11% | 275 |
|
|
2024
Q3 | $481K | Buy |
1,323
+17
| +1% | +$6.19K | 0.13% | 251 |
|
|
2024
Q2 | $376K | Buy |
1,306
+74
| +6% | +$21.3K | 0.11% | 273 |
|
|
2024
Q1 | $357K | Buy |
1,232
+42
| +4% | +$12.2K | 0.1% | 275 |
|
|
2023
Q4 | $363K | Sell |
1,190
-22
| -2% | -$6.71K | 0.12% | 264 |
|
|
2023
Q3 | $319K | Buy |
1,212
+23
| +2% | +$6.06K | 0.12% | 268 |
|
|
2023
Q2 | $347K | Buy |
1,189
+33
| +3% | +$9.63K | 0.12% | 272 |
|
|
2023
Q1 | $349K | Buy |
1,156
+9
| +0.8% | +$2.72K | 0.13% | 274 |
|
|
2022
Q4 | $321K | Buy |
1,147
+37
| +3% | +$10.4K | 0.12% | 282 |
|
|
2022
Q3 | $325K | Buy |
1,110
+11
| +1% | +$3.22K | 0.14% | 251 |
|
|
2022
Q2 | $344K | Buy |
1,099
+12
| +1% | +$3.76K | 0.14% | 213 |
|
|
2022
Q1 | $424K | Buy |
1,087
+60
| +6% | +$23.4K | 0.15% | 209 |
|
|
2021
Q4 | $385K | Buy |
+1,027
| New | +$385K | 0.13% | 230 |
|