NWM
Nicola Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
5,480
-3,410
| -38% | -$1M | 0.15% | 82 |
|
|
2025
Q1 | $2.66M | Buy |
8,890
+600
| +7% | +$180K | 0.26% | 67 |
|
|
2024
Q4 | $3.57M | Sell |
8,290
-260
| -3% | -$112K | 0.34% | 62 |
|
|
2024
Q3 | $4.21M | Buy |
8,550
+1,300
| +18% | +$640K | 0.33% | 64 |
|
|
2024
Q2 | $2.85M | Buy |
+7,250
| New | +$2.85M | 0.26% | 73 |
|
|
2023
Q1 | – | Sell |
-10,588
| Closed | -$2.96M | – | 123 |
|
|
2022
Q4 | $2.96M | Buy |
10,588
+2,720
| +35% | +$761K | 0.3% | 76 |
|
|
2022
Q3 | $2.3M | Sell |
7,868
-600
| -7% | -$176K | 0.25% | 86 |
|
|
2022
Q2 | $2.65M | Buy |
+8,468
| New | +$2.65M | 0.25% | 88 |
|