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Polaris Wealth Advisory Group’s Public Storage PSA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PSA Stock Details PSA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-96,638
Closed -$23.4M – 174
2019
Q3 		$23.4M Buy
+96,638
New +$23.4M 1.91% 25
2018
Q2 		– Sell
-149
Closed -$30K – 381
2018
Q1 		$30K Buy
+149
New +$30K ﹤0.01% 265