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Litman Gregory Wealth Management’s Public Storage PSA Stock Holding History

Litman Gregory Wealth Management’s Portfolio PSA Stock Details PSA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-901
Closed -$252K – 80
2022
Q4 		$252K Buy
901
+4
+0.4% +$1.12K 0.04% 73
2022
Q3 		$263K Buy
897
+8
+0.9% +$2.35K 0.04% 72
2022
Q2 		$278K Buy
+889
New +$278K 0.04% 81