NWM
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Napa Wealth Management’s Public Storage PSA Stock Holding History

Napa Wealth Management’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-703
Closed -$214K – 100
2023
Q4 		$214K Buy
+703
New +$214K 0.12% 106