Mascoma Wealth Management’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35K	Hold	5	–	–	﹤0.01%	462
2025 Q4	$1.3K	Buy	+5	New	+$1.4K	﹤0.01%	443
2023 Q2	–	Sell	-256	Closed	-$75.5K	–	639
2023 Q1	$75.5K	Sell	256 -10	-4%	-$2.94K	0.02%	196
2022 Q4	$74.5K	Hold	266	–	–	0.02%	190
2022 Q3	$78K	Hold	266	–	–	0.03%	189
2022 Q2	$83K	Hold	266	–	–	0.03%	190
2022 Q1	$104K	Buy	266 +10	+4%	+$3.63K	0.03%	179
2021 Q4	$96K	Hold	256	–	–	0.03%	168
2021 Q3	$76K	Buy	+256	New	+$80.3K	0.03%	174
2021 Q2	–	Sell	-256	Closed	-$63K	–	357
2021 Q1	$63K	Buy	+256	New	+$59.6K	0.03%	187
2019 Q3	–	Sell	-256	Closed	-$61K	–	275
2019 Q2	$61K	Hold	256	–	–	0.04%	145
2019 Q1	$56K	Hold	256	–	–	0.04%	143
2018 Q4	$52K	Hold	256	–	–	0.04%	138
2018 Q3	$52K	Hold	256	–	–	0.03%	160
2018 Q2	$58K	Hold	256	–	–	0.04%	143
2018 Q1	$51K	Hold	256	–	–	0.03%	150
2017 Q4	$49K	Hold	256	–	–	0.03%	146
2017 Q3	$55K	Hold	256	–	–	0.04%	144
2017 Q2	$53K	Sell	256 -200	-44%	-$43K	0.04%	147
2017 Q1	$100K	Buy	456 +256	+128%	+$56.7K	0.07%	101
2016 Q4	$45K	Buy	+200	New	+$42.6K	0.03%	149