Mowery & Schoenfeld Wealth Management’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25
Closed -$7.49K 542
2024
Q4
$7.49K Buy
+25
New +$7.49K 0.01% 257
2024
Q3
Sell
-62
Closed -$17.8K 257
2024
Q2
$17.8K Buy
+62
New +$17.8K 0.03% 146