Principia Wealth Advisory’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
$1.47K Buy
5
+3
+150% +$880 ﹤0.01% 461
2025
Q1
$565 Sell
2
-3
-60% -$848 ﹤0.01% 535
2024
Q4
$1.5K Buy
+5
New +$1.5K ﹤0.01% 284