QWP
Quotient Wealth Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
1,054
+168
| +19% | +$49.3K | 0.01% | 261 |
|
|
2025
Q1 | $265K | Sell |
886
-115
| -11% | -$34.4K | 0.01% | 276 |
|
|
2024
Q4 | $300K | Sell |
1,001
-312
| -24% | -$93.4K | 0.01% | 245 |
|
|
2024
Q3 | $478K | Sell |
1,313
-55
| -4% | -$20K | 0.02% | 176 |
|
|
2024
Q2 | $394K | Buy |
1,368
+548
| +67% | +$158K | 0.01% | 201 |
|
|
2024
Q1 | $238K | Buy |
+820
| New | +$238K | 0.01% | 271 |
|