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Modern Wealth Management’s Public Storage PSA Stock Holding History

Modern Wealth Management’s Portfolio PSA Stock Details PSA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$406K Sell
1,384
-137
-9% -$40.2K 0.01% 519
2025
Q1 		$455K Buy
1,521
+602
+66% +$180K 0.01% 437
2024
Q4 		$275K Buy
919
+175
+24% +$52.4K 0.01% 475
2024
Q3 		$271K Buy
+744
New +$271K 0.02% 364