Physician Wealth Advisors’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 | $125K | Buy |
427
+6
| +1% | +$1.76K | 0.02% | 240 |
|
|
2025
Q1 | $126K | Buy |
421
+3
| +0.7% | +$898 | 0.02% | 228 |
|
|
2024
Q4 | $125K | Buy |
+418
| New | +$125K | 0.02% | 230 |
|
|
2023
Q2 | – | Sell |
-812
| Closed | -$235K | – | 154 |
|
|
2023
Q1 | $235K | Hold |
812
| – | – | 0.06% | 136 |
|
|
2022
Q4 | $239K | Hold |
812
| – | – | 0.06% | 134 |
|
|
2022
Q3 | $239K | Hold |
812
| – | – | 0.07% | 129 |
|
|
2022
Q2 | $263K | Hold |
812
| – | – | 0.08% | 123 |
|
|
2022
Q1 | $288K | Hold |
812
| – | – | 0.08% | 125 |
|
|
2021
Q4 | $289K | Hold |
812
| – | – | 0.08% | 130 |
|
|
2021
Q3 | $259K | Buy |
+812
| New | +$259K | 0.07% | 132 |
|