PDS Planning’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
1,226
+409
+50% +$120K 0.03% 309
2025
Q1
$245K Buy
817
+111
+16% +$33.2K 0.02% 378
2024
Q4
$211K Buy
706
+1
+0.1% +$299 0.02% 390
2024
Q3
$257K Buy
+705
New +$257K 0.02% 342